Sarah Pascucci
Client Service Associate
As a Client Service Associate in Wealthspire’s New York office, Sarah works closely with advisors to support individuals and families, executives, attorneys, and business owners with sophisticated financial needs. She serves as a primary point of contact for clients, coordinating account openings, asset transfers, distributions, and other ongoing needs while developing an understanding of each client’s circumstances and priorities. Sarah first gained exposure to wealth management through an internship with Duck Pond Corporation, a family office, while attending Connecticut College. She later interned in political consulting with The Advance Group while completing her graduate studies at New York University. Her background in political science and consulting shaped an approach centered on listening closely, understanding different perspectives, and translating individual goals into action. Sarah particularly values building long-term relationships and supporting clients through milestones such as marriage, purchasing a home, and preparing for retirement. Sarah earned a Bachelor of Arts in Government from Connecticut College and a Master of Arts in Politics from New York University. She has completed the Securities Industry Essentials (SIE) exam and holds the Series 63 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.
