Specialty
Monika joins AC Family Office as a seasoned wealth management operations leader with over 20 years of experience supporting high-net-worth and complex client environments. She brings a strategic approach to firm operations, focused on building efficient systems, strengthening teams, and delivering a seamless client experience. She plays a key role in supporting firm growth through process optimization and operational excellence.
Years of Experience
20+ Years
Educational Background
- Warsaw University, MA in Economics
- Graduate Certificate in Marketing Management from North Park University in Chicago
Designations
- FINRA Securities Industry Essentials (SIE)
- Series 6 license previously held
Notable Information
- Prior to joining the firm, Monika served as Client Services Director at Cornerstone Advisers, where she led firmwide operations, vendor and custodian strategy, and compliance coordination. She was involved in driving key initiatives including digital transformation, workflow optimization, and platform integration, while supporting the delivery of sophisticated wealth management solutions to high-net-worth clients. Her earlier career includes roles with Citibank and other financial institutions, providing a strong foundation in banking operations and client strategy.
- Board Member for Polish School in Tarpon Springs FL that teaches Polish culture and language to elementary-age children.
- Monika resides in Tampa FL with her family and in her free time, she enjoys exploring nature, going to the beach and bike rides.
Contact
Director of Operations
