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The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
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.
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