Tania is a Principal in the Orange County office and has over fifteen years of experience in the financial services industry. She is a member of the Investment Advisory practice, Central Operations team, and a member of the 401K Sub-Committee.
Prior to joining Cerity Partners, Tania worked for Bank of America Private Wealth Management as a Senior Clerical Specialist. She was a Portfolio Assistant with Deutsche Bank Private Wealth Management, eventually becoming an Assistant Vice President. As a Portfolio Assistant, Tania supported Wealth Advisors in the management of high net worth client investment portfolios, implemented equity, fixed income, mutual fund trading and ensured proper settlement. She was also a Relationship Coordinator where she assisted Private Bankers in building investment proposals for client and prospective client meetings, opened new client accounts and addressed client requests and inquiries. In addition, she spent some time working in Business Risk ensuring compliance with the Patriot Act, analyzing and reviewing all new client profiles to fulfill Know Your Client (KYC) and Anti-Money Laundering (AML) Business Risk requirements.
Tania received her Bachelor of Science in Management from Pepperdine University.
Get the latest insights and analysis from our investment team delivered right to your inbox.