Shira Katsir

Wealth Advisor @Stearns Financial Group

Chapel Hill, NC, US

Serve as primary advisor for high-net-worth client relationships, delivering integrated guidance across investment strategy, financial planning, tax coordination, estate considerations, and risk management. Support select ultra-high-net-worth clients in a family-office-style service environment through highly customized reporting, planning analysis, and coordination with internal and external professionals. Partner with CPAs, estate planning attorneys, portfolio resources, and internal stakeholders to help execute sophisticated planning strategies and ensure a seamless client experience. Prepare detailed client analysis and customized materials by synthesizing data across multiple accounts, investment vehicles, and reporting sources. Help manage complex client service needs with a focus on responsiveness, accuracy, discretion, and cross-functional coordination.

Rochester Institute of Technology

Bachelor of Science - BS, Professional and Technical Communication