Sasha Tukan

Experience and education

Sasha provides comprehensive financial advisory services to high-net-worth individuals and families. She works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals.

Prior to joining Mariner, Sasha was an associate advisor at Wealth Conscious Management, where she managed client relationships together with the investment advisor, was involved in new client acquisitions and served as the primary point of contact for clients. She also supported active management of strategies and portfolio rebalancing processes. Previously, she was a wealth management associate at Jefferies LLC, where she transitioned a book of business and helped ensure adherence to regulatory and firm policies. Earlier in her career, Sasha was an investment operations manager at Innovise Family Wealth Advisors, where she managed daily activities within the investment management department, led set-up of software tools and new account processes and supported cross-functional initiatives to engage clients.

Sasha earned a bachelor’s degree in business management from California State University, Northridge and a Master of International Business degree from Hult International Business School.

Personal interests

Away from the office, Sasha enjoys traveling and has visited more than 50 countries. She also enjoys watching tennis and cooking, having once aspired to become a chef.