As a member of our Wealth Management Group, she assists in the delivery of a broad range of administrative services. These include implementing portfolio updates, disbursing funds, processing trades and wire transfers, monitoring manager strategies, and preparing performance and tax data reports.

Prior to joining Treasury Partners in 2018, Ms. Koganski was an investment analyst and Director of Client Services with Hyperion Wealth Advisors in New York City.

Ms. Koganski holds Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. She is also a licensed Insurance Agent in Life and Disability Income.

Ms. Koganski is a graduate of Bentley University where she earned her Bachelor of Science in Economics and Finance and a Master of Science in Financial Planning.