Sara Lubanski
Advisor AssociateSara serves as an advisor associate in our New York City office, assisting the local team of advisors in managing client relationships and supporting them throughout the financial planning process. She brings a variety of internship experiences to her role, previously working in portfolio analysis and investment banking.
Sara recently graduated with a bachelor’s degree in finance from James Madison University with a concentration in European business. While in school, she served as the Financials Sector Manager of the Madison Investment Fund and was an active member of Women in Business. She also participated in Goldman Sachs’ Women’s Possibilities Summit and Blackrock for Universities.
A Port Washington, NY native, Sara loves getting outdoors to hike, traveling, trying new workout classes, cooking new recipes, and spending time with family and friends.
Previous Experience
- Portfolio Analyst Group Intern at PGIM Fixed Income
- Investment Banking Summer Analyst at Stone Pier Capital
Education & Credentials
- BBA, James Madison University, Finance
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
