Kasia Kondracka

Kasia Kondracka is an Associate at Choreo, a financial advisory firm, where she focuses on supporting client portfolios and delivering tailored investment solutions. Her responsibilities include conducting due diligence, client relationship management, and assisting in portfolio construction for high-net-worth individuals and families. At Choreo, she is involved in multi-asset class allocation strategies, with a particular emphasis on equities, fixed income, and alternative investments, providing services to clients primarily in the western United States.

Prior to joining Choreo, Kasia was a Senior Associate at Beacon Pointe, where she managed client service operations and supported investment advisory teams across a variety of sectors, including public equities and retirement planning for institutional and private clients. Her earlier role as a Client Service Associate at Edelman Financial Engines gave her extensive experience in financial planning, client onboarding, and day-to-day portfolio maintenance.

Kasia holds a Bachelor of Science in International/Global Studies from Arizona State University, equipping her with a global perspective on financial markets and investment strategies. She is recognized for her expertise in client engagement, portfolio analysis, and cross-border financial solutions, contributing to the diversification and growth of client assets at each stage of her career.