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Biography

Milena is a Senior Associate in the Greenbrae office, where she collaborates with clients to review their financial situations, facilitate transactions, and coordinate investment activities. She is passionate about building lasting relationships with clients and helping them navigate the complexities of their financial landscapes.

Before joining Cerity, Milena was a Client Service Associate at Abbrea Capital, helping clients achieve their personal financial and investment goals. With experience in investment operations, she has also served as an analyst covering U.S.-listed ETFs for a financial data provider.

Outside of work, Milena enjoys the opera and watching Italian films.

Learn more about my practice.

Education

  • B.S. in Human Biology from the University of California, San Diego
  • M.S. in Biological Sciences from Dominican University of California
  • MBA from the University of San Francisco

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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.