Sarah Joshi
Wealth Management
Socials
.jpg)
.jpg)
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.
From
Sarah Joshi
No items found.
Featured Investments
No items found.
Company
No items found.
No items found.