Cassandra delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy the client experience.

Cassandra also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in reviewing accounts. She holds Series 7 and 66 securities licenses.

Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.

Cassandra began her career with the team in February 2014. She earned her professional degree from Syracuse University, where she graduated with a Bachelor of Arts in architecture.

Originally from New Jersey, Cassandra lives in Manhattan with her partner, Matthew, and their miniature Australian shepherd, Gem. In her free time, Cassandra enjoys visiting museums, classic films, whiskey tastings and ikebana.

Cassandra is also dedicated to serving the community. She is a junior board member of the nonprofit Read Ahead and also serves as a volunteer mentor for the organization.