Yolanda Forkin

Family Office Specialist at Moneta Group

In her role as a Family Office Specialist for the Finerty Team, Yolanda Forkin focuses most of her time on the team’s largest and most complex family relationships. Yolanda enjoys building relationships with clients and giving them peace of mind knowing that all of their financial worries are being addressed with care.

Yolanda earned her Associate of Arts from Southwestern Illinois College. Prior to joining Moneta in 2006, she gained investment experience as a Sales Assistant with Wunderlich Securities, a Tennessee based broker/dealer. She also worked for MetLife as a Regional Sales Coordinator within a division of the company that specialized in retirement plan products for nonprofit employers.

Timeline

  • Family Office Specialist

    Current role