Sasha Knapp
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s New York office, Sasha supports high-net-worth individuals, families, trusts, and foundations with account openings, transfers, distributions, retirement rollovers, and other complex service needs. She manages requests from initiation through completion, bringing careful coordination, responsiveness, and discretion, particularly in sensitive or time-sensitive situations. Sasha joined Wealthspire in 2023 and has developed experience in account onboarding, trust administration, asset transfers, money movement, and coordination with custodians including Schwab and Fidelity. Prior to joining Wealthspire, she held internship roles with Benchmark International, NFP Corp, and The Facilities Group. She works closely with advisors to coordinate detailed trust and custody transitions, anticipate potential issues, and ensure clients remain informed throughout the process. Sasha earned a Bachelor of Science in Business Management from The University of Tampa. Outside of work, she enjoys traveling, playing tennis, and spending time with friends and family.
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.
