Alicia Karsky

Alicia has over 23 years of experience in financial services, with a strong focus on client service. She offers deep industry knowledge, extensive operational experience, and a steadfast commitment to accuracy, confidentiality, and client satisfaction. Prior to joining the firm, Alicia specialized in serving high-net-worth clients at a leading wealth management firm.

As a Senior Private Wealth Relationship Manager, Alicia takes a proactive approach to problem-solving while managing sensitive financial information with the highest level of integrity. She is a valued partner to both advisors and clients, consistently contributing to business development, client retention, and an elevated overall client experience.

Outside of work, Alicia enjoys spending time with her close family and friends, as well as with her beloved dog, Sophia. During the summer months, she especially enjoys visiting the beaches of Rhode Island.