Client support includes implementing and monitoring portfolio strategies, onboarding new clients, processing trades and wire transfers, disbursing funds, preparing performance analyses and tax reports.
Ms. Koganski holds Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. In her CFP role, she assists clients in developing financial plans to achieve their long-term goals.
Prior to joining Treasury Partners, Ms. Koganski was an Investment Analyst and Director of Client Services at Hyperion Wealth Advisors in New York City.
She is a graduate of Bentley University where she earned her Bachelor of Science degree in Economics and Finance and a Master of Science in Financial Planning.
Ms. Koganski enjoys travel, skiing and beach vacations, as well as living in NYC and spending time with family and friends. She also enjoys playing with her dogs Coco and Ginger.