Monica joined Baker Street Advisors in 2023 and works as a Manager on the Client Service Team. She is primarily responsible for providing financial planning and investment advisory services to our high net-worth families and their related entities.
Before joining Baker Street Advisors LLC, Monica spent 7years at ICONIQ Capital as a Family Office Associate serving ultra-high net worth families and their estates. Prior to ICONIQ Capital, she was an Associate with The Presidio Group, now AlTi Teidemann Global.
Monica graduated with a Bachelor of Arts degree in International Business Management with a minor in Psychology from Dominican University of California.