Milagros “Millie” Kleiner
Chief Compliance Officer, Partner
Millie provides a deep wealth of knowledge gained over a 25-year career to her role as Chief Compliance Officer at SlateStone Wealth. Previously, Millie held positions at Banyan Partners where she served as Director of Operations and prior to that Chief Compliance Officer. Her broad knowledge base of the various facets in the independent advisory services industry plus regulatory oversight and supervision bring enormous value to the firm and its clientele.
Following the acquisition of Banyan Partners by Boston Private Financial Holdings, she oversaw client operations and human resources for the bank’s combined $9 billion wealth advisory firm reporting directly to Ms. Daniels. Prior to joining Banyan, Millie was responsible for the business and compliance operations of Oaktree Asset Management, an independent investment advisory firm based in New York which was acquired by Banyan Partners in 2009.
From 1987-1998, she held several management roles at JPMorgan Chase and was part of the Transition Team of the Mergers and Acquisitions Department, overseeing the integration of processes and products at individual branches during the Chase/Chemical merger. Mille holds a Master of Finance degree from St. John’s University and completed her Bachelor of Science at Adelphi University. Millie enjoys reading, gardening and time with family. Through her local church, she volunteers at various S.Florida charities.