Tina’s role as an Associate Director at Maller Wealth Advisors involves supporting the partners by working with clients to understand their financial goals and assisting in the development of personalized plans to achieve them. She collaborates with planning analysts to prepare for client meetings and coordinates with the administrative team to implement the financial planning and investment recommendations. Tina wears a second hat at MWA. She draws on her prior accounting experience to calculate and analyze the firm’s cash flows on an ongoing basis and provides her projections to the partners. She is also tasked with tracking the firm’s assets under management.
Tina comes to MWA with 20 years of financial industry experience, including 13 years with LaSalle Investment Management, Securities. While there, she led the firm’s RFP team, provided client service to North American Institutional clients, supervised a team of portfolio accountants, and performed compliance functions. Prior to her tenure at LaSalle Securities, she served as a Senior Fixed Income Accountant with T. Rowe Price Associates. Tina is Series 7 and 66 registered, and Life & Health Licensed. Tina also holds the Certified Divorce Financial Analyst designation.
Education and Certifications Bachelor’s degree in Economics from Washington College Bachelor’s degree in Spanish from Washington College Masters of Business Administration with a concentration in Management Studies from the Sellinger School of Business Management at Loyola University in Maryland Series 7 and 66 securities registered Life and Health Insurance licensed
Certified Divorce Financial Analyst®
On a personal note Outside of work, Tina enjoys gardening, watching horror movies, and spending time with friends and family. She is the ultimate “sports mom” and most weekends can be found cheering on her daughters on the field hockey and lacrosse fields.
Tina comes to MWA with 20 years of financial industry experience, including 13 years with LaSalle Investment Management, Securities. While there, she led the firm’s RFP team, provided client service to North American Institutional clients, supervised a team of portfolio accountants, and performed compliance functions. Prior to her tenure at LaSalle Securities, she served as a Senior Fixed Income Accountant with T. Rowe Price Associates. Tina is Series 7 and 66 registered, and Life & Health Licensed. Tina also holds the Certified Divorce Financial Analyst designation.
Education and Certifications Bachelor’s degree in Economics from Washington College Bachelor’s degree in Spanish from Washington College Masters of Business Administration with a concentration in Management Studies from the Sellinger School of Business Management at Loyola University in Maryland Series 7 and 66 securities registered Life and Health Insurance licensed
Certified Divorce Financial Analyst®
On a personal note Outside of work, Tina enjoys gardening, watching horror movies, and spending time with friends and family. She is the ultimate “sports mom” and most weekends can be found cheering on her daughters on the field hockey and lacrosse fields.
