Senior Associate, Operations
Kasia is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kasia spent over three years working in client services and operations at Edelman Financial Engines. In her free time, she enjoys traveling and spending time with family and friends.