Kirtana Sathishkumar

Kirtana Sathishkumar applies strong analytical skills, attention to detail, and a client-centered approach as a member of the Sterling Capital Gains Solutions team. She plays a key role in executing complex income and tax planning solutions for high-net-worth clients.

Kirtana also supports the ongoing administration of trusts by coordinating tax filings, maintaining audit files, and providing timely support to clients and advisors. Her work helps maintain smooth operations for Sterling’s clients and reinforces strong, long-term relationships. Known for her responsiveness and efficiency, Kirtana ensures advisors and clients experience a smooth, well-coordinated onboarding process.

Kirtana holds a bachelor’s of science in economics from George Mason University, graduating summa cum laude. She brings a strong foundation in statistical analysis and data modeling, informing her thoughtful and methodical approach to trust administration.

Dedicated to supporting her community, Kirtana has volunteered as a mathematics and writing tutor for K-12 students and continues her commitment to service through her work with the Humane Society of Fairfax County, helping to improve the well-being of dogs in their care and prepare them for adoption.