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
Brian Burke
Senior Financial Advisor
CD
Christopher Dalto
Co-Founder
Christiane Delessert
Founder and Adviser Emeritus
Tucker Donahoe
Managing Partner
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST