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Natalia is a Partner in the New York office and has over fifteen years of wealth management experience. She focuses her practice on working with successful entrepreneurs and middle market business owners who benefit from an integrated delivery of investment, tax, wealth planning, and business advice.
Prior to joining Cerity Partners, Natalia was an Investment Advisor at Barclays Wealth. In that role, she delivered capital markets, investment advisory, and bespoke credit solutions to ultra-high net worth individuals, single-family offices, and not-for-profit organizations. Before Barclays, Natalia was a Senior Relationship Manager at BNY Mellon’s Family Office group. Natalia started her career at Citi Private Bank, where she held numerous business strategy, product development, and client advisory roles.
How would you describe your best day doing what you do?
A satisfying day would include collaborating with colleagues from various practice areas to find an effective solution for my clients’ needs. I especially enjoy advising multiple generations within a family. After hours, I enjoy hosting clients and industry colleagues for art openings and other cultural events – there’s no shortage of them in New York City!
What kind of clients work best for you?
Successful entrepreneurs, founder-owners of operating businesses, and busy executives who expect fiduciary advice and deep expertise across investments, trust & estate, tax planning, and risk management. I deliver this by marshaling a senior team of subject matter experts to ensure all my clients’ financial needs are taken care of … freeing them up to focus on family, business, and passion projects. I form deep relationships with my clients and find advising multiple generations within a family particularly rewarding.
What do you do in your personal life that helps you help your clients?
Having moved extensively while growing up, I continue to travel extensively, both internationally and domestically. I believe that travel opens our minds and allows us to focus on what unites us as humans. I also study art history and visit art fairs, galleries, and museums to further my education and stimulate creativity.
What should your clients know the most about you?
Money is personal and deeply emotional, no matter the wealth level. Having experienced diverse cultures and ways of life while growing up, I believe that empathy is a key ingredient in my practice as an advisor. Every day, I strive to balance delivering effective and objective financial advice with appreciating the emotional impact these solutions have on my clients and their families.
Was there a specific incident in your life that made it clear you were made for this career?
I opened my first bank account and credit card when I came to the U.S. to pursue my MBA. My fellow students were more advanced in their personal finance journey, and I had to figure out a lot of things very quickly, especially when working as a Summer Associate in New York City. This experience highlighted the gap in access to financial resources and information —women, in particular, are often left behind. It also motivated me to learn how effective financial management can support life’s goals and, eventually, share this knowledge with others.
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