- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As Santa Barbara Market President, Monica is responsible for all aspects of Northern Trust's integrated investment, corporate fiduciary, wealth planning, and private banking business. Northern Trust Wealth Management offers holistic wealth management services for high-net-worth individuals and families, family offices, foundations and endowments, and privately held businesses. Santa Barbara's team of seasoned professionals prioritize delivering a consistent, best-in-class client experience to families and their advisors.
Experience
Monica has advised clients in her capacities as legal counsel, wealth planner, and fiduciary for over a decade. Previously, Monica served as Northern Trust's West Region Practice Lead for Estate Settlement, where she was responsible for the growth and efficiency of estate settlement services for the entire region and oversaw teams in Arizona, California and Texas.
Education
Bachelor of Arts in Political Science from the University of California, Los Angeles. Juris Doctor with Distinction and concentration in Tax from the University of the Pacific, McGeorge School of Law. Master of Laws in tax from Loyola Law School.
Santa Barbara
By Appointment Only
1485 East Valley Road
Suite 7
Santa Barbara, California 93108