Oona Rokyta currently serves as a Senior Client Service Specialist at Wealthspire Advisors since April 2024 and as a UBS Fellow at The Fourth Effect, an organization dedicated to diversifying boardrooms and promoting women-led initiatives. Previously, Oona held the position of Associate Financial Advisor at Asti Financial Management, Co-Founder at Sequence, and CEO/Co-Founder at Lance. Additional roles include Finance Council Member at Forbes, Council Member at NationSwell, and Advisor at HoneyBook. Oona's educational background includes a Certificate in Financial Planning from Northwestern University and a B.A. in Psychology from Carleton College, complemented by studies at The Australian National University.
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