Wealthspire Advisors
Pahola Jara is a skilled professional with over 23 years of experience in various roles within client operations and account management. Currently serving as a Senior Associate in Client Operations at Wealthspire Advisors since August 2021, Pahola previously held the position of Senior Account Executive at FGI from January 2010 to February 2021, where key responsibilities included overseeing account management operations and maintaining high client retention. Earlier roles included Facilities/Administrative Assistant at Sansar Capital and Conference Coordinator at Davis Polk & Wardwell LLP. Pahola holds a Bachelor of Arts in Communication and Media Studies from Pace University, earned between 2004 and 2007.
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Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that works to fulfill the financial aspirations of its clients. It believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager,investment advisor, consultant, and constant partner in helping clients achieve their aspirations.