Andrea Castillo Pena

Associate

Boston

Client and Corporate Services

Biography

Andrea is an Associate and a member of the firm’s Client and Corporate Services team. She is responsible for preparing account opening applications, processing money movements, and account maintenance requests.

Prior to joining Cerity Partners, Andrea was an Operations Associate at Daintree Advisors. Her responsibilities included supporting Daintree’s staff with client onboarding and money movement processes. Prior to joining Daintree, Andrea was an Accounting and Reporting Senior Specialist in the Hedge Fund and Private Equity department at the Bank of New York Mellon.

Andrea grew up in Guatemala. She is fluent in English and Spanish. Andrea enjoys practicing yoga, weight training, hiking, knitting, reading, snowboarding, and cooking. She was Delta Mu Delta while studying at Salem State University.

She is currently pursuing a graduate certificate in Topics in Human Behavior and a Masters in Liberal Arts with a concentration in Behavioral Psychology at Harvard University.

Education

  • B.S. in Business Administration with a concentration in International Business from Salem State University

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