Client Advisory

Biography

Rozeta is a Partner in the Los Angeles office. She is an integral member of the firm’s client service team, working directly with high-net-worth families and foundations. Rozeta maintains the ongoing activities of her clients’ accounts and provides specialized services when necessary. She is also an expert in the administration of trusts and estates.

Prior to joining Cerity Partners, Rozeta served as a Principal, Senior Vice President, and Relationship Manager at Covington Capital Management. She joined Covington in 2007 from Bingham Legg Advisor, where she served as relationship manager. Previously, she held positions at Bel Air Investment Advisors and American Express Financial Advisors.

Rozeta is passionate about spending time with her family, traveling, reading, game shows and hosting game nights.

Education

  • B.A. in Business Administration from the University of Southern California

Highlights

  • Certified Trust and Fiduciary Advisor (CTFA)

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