Client Advisory


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.


  • B.A. from St. John’s University

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