Client Advisory

Biography

Mia Volpe is a Client Service Associate in the Wall Street Office. She is a member of the Wealth Management team, providing operational and administrative assistance to clients.

Prior to joining Cerity Partners, Mia graduated from the University of Delaware with a degree in Finance. She previously interned with Equitable Advisors, gaining experience in financial services, client relations, and portfolio reporting. She also holds the FINRA Securities Industry Essentials (SIE) certification.

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Education

  • B.S. in Finance from the University of Delaware

Highlights

  • Securities Industry Essentials (SIE)

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