Mona Sarkar, JD
Senior Vice President, Financial Advisor
330-664-5550
As I started the year 2016, I was the National Director of a leading bank’s family office and a part of their private wealth management leadership team- a very successful career by industry standards. I oversaw a vibrant team of...
Joanna Foster
Client Assistant
Joanna is a Graduate of The University of Akron with a Bachelor of Fine Art. Her role on Mona’s team encompasses directing client documentation and distributions, opening new accounts, assisting with marketing and coordinating...