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
Jan 11, 2025
Keylinks
More profiles to browse

Randall Schaible
Financial Advisor
DF
Dennis Follmer
Chief Investment Officer
Tucker Donahoe
Managing Partner
BB
Brian Burke
Senior Financial Advisor
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson