Maria Kirkland serves as the firm’s financial officer. Maria is in charge of ensuring that all financial transactions are accurate, including billing and accounts receivable. She works with our banks, insurance companies and other vendors negotiating contracts and keeping bills paid. She furnishes financial statements, works on our taxes with our CPA to make sure that taxes, reports and all necessary filings are made on time. She is key to delivering the budget for planning and tracking and throughout it all, she is cheery and professional. Maria graduated Bentley College and spent the first part of her career full-time at CPA firms. Only after years of building her expertise did she stri

Maria Kirkland
Director of Finance
Montis Financial LLC
United States, Massachusetts, Waltham
About Me
Profile Information
Director of Finance
Montis Financial LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Waltham
Massachusetts
United States
Sep 25, 2025
Work Experience
Montis Financial LLC
Director of Finance Present
Email: mkirkland@montisfinancial.com
Keylinks
More profiles to browse

Jay Bragdon
Senior Financial Advisor
C(
Claudine (LaFavre) Schrock
Senior Financial Advisor
Tucker Donahoe
Managing Partner
Brian Burke
Senior Financial Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office