THE SEASONED MONTIS FINANCIAL, LLC TEAM
Dr. Delessert is a principal of Montis Financial, LLC and has been providing comprehensive financial planning and investment consulting services to high net worth individuals for more than 30 years. She entered the financial planning and investment field in 1981 by serving as Vice President of Operations for MHA Financial Corporation in Braintree, MA, and then moved on to become President of Bornhoft Financial Services, Inc., until that accounting firm merged with BDO Seidman. Dr. Delessert was the National Director of BDO Seidman Financial Services, an affiliate of the international accounting firm BDO Seidman until 1994 when she founded Delessert Financial Services.
Dr. Delessert received her Bachelor of Arts in Political Science and Economics, summa cum laude, from the University of Geneva and an MALD from the Fletcher School of Law and Diplomacy. She holds a PhD from the University of Geneva in International Law and Economics (Graduate Institute of International Affairs). She is a Certified Financial Planner licensee (CFP®), a member of the Financial Planning Association and of NAPFA (National Association of Personal Financial Advisors). Christiane served as a member of the Advisory Board for Boston University's Program for Financial Planners for 15 years and was a member of the Board of Directors of the Financial Planning Association of Massachusetts, co-chairing their Program Committee.
Christiane continues to be extensively quoted in national and regional media, including the Wall Street Journal, Business Week, Smart Money, Money, the Boston Globe and Forbes Magazine. In addition, she has served as an expert witness in civil cases involving fiduciary matters. She has been selected for recognition in the Heritage Registry of Who's Who which recognizes individuals who have attained a recognizable degree of success in their field and have contributed to the growth of their industry.
The Guide to America's Top Financial Planners 2006-2007 selected her as one of America's top financial planners.