As a Wealth Advisor, Mirna guides successful high-net-worth individuals and their families by providing tailored solutions designed to meet their complex and growing wealth management needs. She has 17 years of experience in financial services primarily in wealth management, with a focus in investment management, charitable planning, estate and trust planning, and tax planning in the Boston region.
Before joining Clarfeld, Mirna spent three years managing clients’ wealth at Bank of America.
Mirna is a Certified Wealth Strategist® (CWS®) and Certified Retirement Counselor® (CRC®). She holds a BS degree in Accounting & Finance and a Masters in Business Administration.
Mirna enjoys cooking, boating, and has a passion for Arts and Estate Jewelry. She currently resides in Burlington, MA.