Pahola Jara
Senior Associate, Onboarding Specialist
As a Senior Client Service Associate in Wealthspire’s New York office, Pahola supports clients and their advisors with complex service needs and particularly enjoys requests that require more than a standard solution, bringing creativity, coordination, and attention to detail to finding the right path forward. Pahola has spent five years with Wealthspire, beginning in Client Operations and building her expertise through a variety of client-focused roles. Prior to joining the firm, she was an Account Executive with FGI Finance. She works closely with advisors to turn decisions into action and is known for proactive communication and seeing each request through to completion. Pahola earned a Bachelor of Arts from Pace 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.
