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Client Advisory

Biography

Delia is a Principal in the Los Angeles office. She is an integral member of the firm’s client service team, working directly with high-net-worth families and foundations. A 25-year veteran of the financial services industry, Delia brings valuable insights to her relationships with clients.

Prior to joining Cerity Partners, Delia served as a Senior Vice President and Principal at Covington Capital Management. Before coming to Covington in 2008, she served as assistant manager of account administration and operations in the wealth management department of U.S. Trust.

Delia is passionate about dancing, wine, and spending time with her family.

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Education

Highlights

  • Accredited by the Cannon Financial Institute in Trust Operations I and II

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.