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Biography

Brenda is a Senior Associate supporting the Chief Equity Strategist’s wealth management practice, where she manages client relationships, assists with financial planning, and supports various operational tasks. She also supports the Executive Financial Counseling practice, assisting corporate executives with tailored financial planning and tax services.

Prior to joining Cerity Partners, Brenda was an associate at Charles Schwab, where she performed daily operational tasks that supported Schwab’s retail client business, interacting with hundreds of clients each day.

Education

  • B.A. in Government and Politics with a concentration in International Relations from the University of Maryland

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