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Sarah Joshi

Wealth Management

Locations
San Francisco
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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 Bank and two years at J.P. Morgan, where I honed my skills in wealth management and client service. I am a CFA Level 3 Candidate and hold a bachelor's degree in Economics from UC Berkeley. In my free time, I stay active with tennis and Pilates, travel the world, and am actively working on perfecting my cooking skills.

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