Sara Lubanski
Advisor Associate
As an Advisor Associate in Wealthspire’s New York City office, Sara works closely with clients and advisors throughout the financial planning process. Sara brings experience in both portfolio analysis and investment banking, having completed internships with PGIM Fixed Income and Stone Pier Capital. While at James Madison University, she served as Financials Sector Manager for the student-managed Madison Investment Fund, where she gained hands-on experience evaluating companies and investment opportunities. She was also active in Women in Business and participated in the Goldman Sachs Women’s Possibilities Summit and BlackRock for Universities. Sara earned a Bachelor of Business Administration in Finance with a concentration in European Business from James Madison University and holds the Series 65 license.
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.
