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Kalpana is an Associate in the New York office. She provides accounting and family office services for clients.

Prior to joining Cerity Partners, Kalpana worked at Lebenthal Family Office, LLC as an accountant where she provided a full range of family office services, which included bill-pay, account reconciliations, preparation of cash flow reports, mortgage refinance assistance, acting as a liaison with a client’s vendors and staff. Before Lebenthal Family Office, Kalpana was an Accounts Manager for a financial services company that provided accounting services to small and mid-size businesses. Her experience includes working both domestically and abroad.

Kalpana has a BBA in Accounting.

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