Client Relationship Specialist
As a Client Relationship Specialist, Navisha is the primary contact for clients’ day-to-day needs. Her responsibilities include client onboarding, money movement, gift processing, investment performance reporting, and providing tax information. Navisha develops close relationships with her clients to ensure consistent and exceptional service. She also supports our portfolio management and wealth planning professionals.
Navisha brings over 15 years of experience in the client services and wealth management industry. Prior to joining Bradley Foster & Sargent, she was employed as a Client Service Specialist by Mercer Global Advisors.
In her free time, Navisha enjoys spending time with her family and children. She enjoys weekends at the lake, traveling, reading, shopping and enjoying Netflix series.