Pooja Roka
Client Service Associate
As a Client Service Associate in Wealthspire’s New York City office, Pooja supports clients and their advisors with day-to-day service needs and helps coordinate a seamless wealth management experience. She particularly enjoys building client relationships and helping make complex financial processes easier to understand and navigate. Pooja began her career in asset management at BNY Mellon before spending more than five years in the startup sector, where she developed experience in project management, problem-solving, and data operations. She later gained exposure to private market transactions and ultra-high-net-worth client relationships as a Summer Analyst on the Private Institutional Clients Solutions Desk at Alex. Brown, a division of Raymond James. Her diverse background gives her a broad perspective on financial services, operations, and client relationship management. Pooja earned a Master of Business Administration in Investment Management and a Bachelor of Business Administration in Business Management 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.
