Pooja Roka

Senior Wealth Associate

 

I joined Livian & Co. in April 2024 as Senior Wealth Associate. My responsibilites include financial planning, managing client relationships, and trading. I received both my BBA in Business Management and MBA in Investment Management from Pace University. 

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I started my career in Asset Management at BNY Mellon. Then, I spent over five years in the startup world before working on private market deals and servicing UHNW and HNW clients as a Summer Analyst at the Private Institutional Clients (PIC) Solutions Desk at Alex. Brown Raymond James. I like traveling and trying different cuisines from different cultures.