Sasha Cortez
Client Service Associate
San Francisco
Sasha is a Client Service Associate at 1919 Investment Counsel. In her role, Sasha works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning.
Prior to joining the firm, Sasha worked as a Marketing Consultant Intern at Crisis House in San Diego, California, where she helped shift negative perceptions around homelessness. She also previously served as a Financial Representative at Northwestern Mutual, providing comprehensive financial planning to individuals and families.
In her spare time, Sasha enjoys taking Pilates and yoga classes, going on scenic walks, cooking nutritious meals, and soaking up the sun.
Sasha received her B.S. in Business Administration from San Diego State University, with a concentration in marketing.