Back to All People

Client Advisory

Biography

Mona is a Senior Associate in the New York office. She supports the client service team and is responsible for interfacing with the firm’s custodians. Mona works on client onboarding and daily maintenance of client accounts.

Prior to joining Cerity Partners, Mona worked in Wealth Management Operations at a large national wealth management firm formerly known as KLS Advisors. She also previously held the role of Executive Compensation Administrator for New York Community Bancorp, Inc. and the role of Senior Specialist at Merrill Lynch.

Education

  • B.A. from St. John’s University

Connect with Mona

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.