Natasha joined our team in August 2019 as our Investment Portfolio Associate. She has more than 10 years of experience in the wealth management industry. Prior to joining Raymond James, Natasha worked as a Portfolio Management Associate at Morgan Stanley. She graduated with a BS degree in Political Science & Economics from the University of Wisconsin in 2008.
As an Investment Portfolio Associate, her primary focus is investment research and analysis. As part of our team approach, she does in-depth financial assessment on individual investments and helps strategize on overall portfolio structure. She works closely with gathering, organizing, and evaluating information to help determine what financial decisions are needed to meet your goals.
On a personal level, Natasha enjoys traveling, reading, and spending time with her friends and family.
Raymond James is not affiliated with the above organizations and/or charitable causes.