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Maria is an Associate in the New York office. She assists wealth advisors in providing customized investment solutions to high-net-worth individuals and families.
Prior to joining Cerity Partners, Maria served as an associate at a large national wealth management firm formerly known as KLS Advisors. In this role, her duties included working closely with advisors to develop personalized investment strategies, monitoring portfolios to ensure that they align with clients’ goals, as well as client onboarding and collaborating with other professionals to provide holistic wealth management services. Maria has also held the position of Relationship Banker at JPMorgan Chase and worked as an Operations Associate at a mortgage lending firm.
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