Sascha is a private wealth advisor and the chief operating officer on the GWTO team at Morgan Stanley Private Wealth Management. She has been with the company in various roles since 2007, and currently helps clients through the lifecycle of the financial planning process – including customized insurance solutions, selecting investments that merge financial goals with desired social and environmental impact, trust and estate planning strategies, and philanthropy. In addition, she leads the team’s business development efforts and strategy.
“Each day I go to work knowing I have the opportunity to improve the lives of my clients,” she said. “I genuinely enjoy helping and building relationships with my clients and colleagues, I am constantly challenged, and forced out of my comfort zone. I find this motivating and fulfilling.”
A California native, Sascha graduated from California State University with a B.S. in business administration and finance. When she’s not working, Sascha enjoys traveling, running marathons, collecting wine, and volunteering her time at various non-profit organizations. She resides in Manhattan with her husband, daughter, and golden retriever.Find her on Instagram | LinkedIn