Awards
About
Natasha joined CPC in 2025 as a Client Service Associate, where she plays a key role in supporting our advisors and enhancing the client experience. She assists with servicing client accounts, facilitates account maintenance and money movement, and acts as a vital liaison between clients and advisors. Her focus is on creating efficiencies, fostering strong relationships, and ensuring every task is completed with accuracy and care.
Prior to joining CPC, Natasha developed her financial expertise at E*TRADE from Morgan Stanley. There, she served as a Research and Resolutions Specialist and Subject Matter Expert, handling complex operational issues and supporting client interactions in market intelligence and legal resolution.
At CPC, Natasha values the opportunity to collaborate with a close-knit, intelligent, and client-focused team. She is committed to upholding the firm’s “client first” culture and looks forward to growing alongside her colleagues.
Natasha’s personal philosophy is rooted in self-belief, integrity, and uplifting others. She approaches every challenge with confidence and is always ready to celebrate the success of those around her.
Outside of work, Natasha enjoys staying active and cherishes time with her two children. She is also pursuing a bachelor’s degree in Management (Aviation) to complement her associate degree in FinTech.
