Chrislyn serves as a Client Service Associate for the West Hartford team and brings over 14 years of experience in various administrative and client service roles. Most recently, she worked as a registration coordinator for LISCR, after spending a decade in positions with Columbia University, Metropolitan Transit Authority, and International Events & Speakers. Chrislyn is currently pursuing a bachelor’s degree in Psychology from SUNY – Empire State College and resides in the New York City. Previous Experience Registration Coordinator & Documentation Administrator at LISCR Admissions Coordinator at Columbia University Client Service Associate at Metropolitan Transit Authority Administrative Assistant to CEO…

Serving as a Client Service Associate for the West Hartford, Conn. office, Mary Rose joined the team in 2020 and brings a wealth of experience in client service. She understands and values clients and strives to provide the very best service to them. Beginning as a Media and Public Relations director shortly after college graduation, she has worked in various industries, including sports, publishing, and reinsurance. Most recently, she was a private concierge for professionals and executives before transitioning to her role as a Client Relationship Specialist at predecessor firm Private Capital Group. Outside of work, she is a supporter…

Samantha serves as a senior associate on the Advisory Technology team, and is based in our West Hartford, CT office. She understands how new technologies can help the firm anticipate client needs, tailor business processes to best serve clients, and ultimately improve efficiencies. She is passionate about researching and implementing innovative digital tools, conducting ongoing training, and providing support. Sam has been part of the team since 2016, when she joined predecessor firm Private Capital Group as a Marketing and Technology Coordinator before eventually transitioning to her most recent position as Operations Manager. In this role, she focused on maintaining…

Chris is a Marketing Manager for the Northeast, serving as the main point of contact for regional offices, creating regional strategies for execution alongside the wider marketing team, and collaborating with local office leads on location-specific initiatives. He joined the team in May 2019 as an intern for predecessor firm Private Capital Group, where he also held roles such as Business Development Coordinator and Marketing Manager. Chris holds a bachelor’s degree in economics from Yale University, where he was a member of the Division 1 Men's Ice Hockey team. After graduating in 2017, he continued to pursue his passion for…

Julie has been with the firm and its predecessors since 2014, joining Wealthspire through the acquisition of Private Capital Group. As part of the Client Operations team, she is able to put her organizational and time management skills to work in an environment that greatly depends on it. She brings a wealth of experience in marketing and implementation consulting to her role, most recently serving as PCG’s Director of Operations after working as both a Client Services Manager and Client Service Associate. Outside of work, Julie is an advocate for the Asthma and Allergy Foundation of America and a Supporter…