- B.A. in Economics, University of the Philippines
Maria works within our Client Service Team managing client administrative and operational activities for our private and institutional clients. She also assists Wealth Managers with investment portfolio reviews, provides day-to-day client service, and interfaces with custodians for ongoing account transactions and maintenance.
Prior to joining the firm, Maria worked as a Client Service Specialist at Osborne Partners Capital Management in Menlo Park. She has over 20 years of experience in client service and operations serving as Operations Manager and Head Trader for Hutchinson Capital Management in Larkspur and Operations Analyst for Sand Hill Global Advisors in Palo Alto.