Sarah Joshi

I am a Senior Associate at GC Wealth, based in San Francisco. 

I leverage my expertise to oversee all operational, management, and day to day activities for our ultra high net worth families. I serve as their primary point of contact, managing all aspects of the financial relationship to ensure a seamless and personalized experience. ‍

Prior to joining GC Wealth, I spent two years at First Republic and two years at JP Morgan, where I honed my skills in wealth management and client service. I hold a bachelor's degree in Economics from UC Berkeley and am a Chartered Financial Analyst (CFA) charterholder. In my free time, I stay active with tennis, skiing, and Pilates and love traveling to new places.