Client Service & Operations Associate
Harveen is a Client Service & Operations Associate at Wolf Group Capital Advisors. Her main responsibilities include portfolio data management, client onboarding, quarterly performance reporting, and providing support to both our clients and advisors.
Before joining WGCA, Harveen interned with The Wolf Group, PC and worked in the Core Operations division at Goldman Sachs.
Harveen holds a Bachelor’s degree in Government & International Politics from George Mason University and is completing a Master’s in Data Analytics & Policy from Johns Hopkins University. Additionally, she’s licensed in FINRA Series 65 and is a registered Investment Advisor Representative.