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Biography

Maria is an Associate based in the San Francisco office. She assists with investment portfolio reviews, provides day-to-day client service, and interfaces with custodians for ongoing account transactions and maintenance. With 25 years of experience in client service and operations, Maria leverages her know-how to ensure a superior client experience.

Before joining Cerity Partners, Maria worked as a Client Associate at B|O|S where she helped to manage client administrative and operational activities for private and institutional clients. Prior to joining B|O|S, she was a Client Service Specialist at Osborne Partners Capital Management in Menlo Park. Additionally, she served as Operations Manager and Head Trader for Hutchinson Capital Management in Larkspur and Operations Analyst for Sand Hill Global Advisors in Palo Alto.

Learn more about my practice.

Education

  • B.A. in Economics, University of the Philippines

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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.