Zaya Bold
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s Reston office, Zaya supports clients and their advisors with account openings, asset transfers, retirement rollovers, and ongoing account needs. With more than 14 years of financial services experience, she focuses on building trusted relationships, anticipating client needs, and ensuring requests are handled with accuracy, responsiveness, and follow-through. Prior to joining Wealthspire, Zaya held roles spanning investor relations, banking partnerships, business development, and client relationship management at GT Securities, MicroVest Capital, and Golomt Bank. Her background gives her particular experience in managing financial relationships, coordinating complex needs, and helping make financial processes straightforward for clients. Zaya earned a Master of Science in Finance from American University and a Bachelor of Arts in Management from Simmons College.
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.
