Besa Capri
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s New York office, Besa supports clients and their advisors with account openings and maintenance, transfers, distributions, and a variety of other service needs. She remains involved from initiation through completion, helping clients navigate complex processes with clarity, responsiveness, and attention to detail. Before joining Wealthspire, Besa worked as a Relationship Banker, where she developed a strong foundation in client service and relationship management. Her experience supporting individuals and families gives her a practical understanding of how different aspects of a client’s financial life come together. She is known for her resourcefulness, initiative, and ability to anticipate needs, identify solutions, and collaborate effectively with advisors and colleagues. Besa earned a master’s degree in Organizational Psychology from Kean University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
