2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Senior Associate,
Relationship Manager
CAPTRUST welcomed Ona in 2021. She serves as a relationship manager where she provides clients with financial planning, investment management, trust and personal affairs management, and multi-generational tax strategies support.
Prior to joining RINET, Ona served as a senior tax analyst at Boston University where she was responsible for preparing the University’s Form 990 and Form 990-T, as well as tax compliance for the University’s related entities and charitable remainder trusts. She previously served as a Senior in the Private Client Services Group at EY. In that role, she was responsible for providing tax services for high-net-worth individuals, families, trusts, and estates. She also assisted in the tax compliance and audits for public and private corporations.
Ona holds a Bachelor of Business Administration in accounting and a Master of Science in accounting from University of Massachusetts Amherst.
Outside of work, she enjoys spending time outdoors, traveling, and seeing live music.
2 months ago
To chart a course, it helps to have a compass....
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
4 months ago
As the U.S. debt ceiling takes over the headlines, this...