Daria M. Haaser
Client Relationship Specialist
MS, Project Management
As a Client Relationship Specialist, Daria is the primary contact for clients’ day-to-day needs. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Daria develops close relationships with her clients to ensure consistent and exceptional service. She also supports our senior portfolio management and wealth planning professionals.
Prior to joining Bradley Foster & Sargent, Daria was employed as a Client Service Specialist by Connecticut Wealth Management for over five years.
In her free time, Daria enjoys traveling the world with her husband, running, going to baseball games, and spending time with friends and family.