Abby R. Bare, SHRM-SCP, MBA

Vice President, Finance

Abby serves as a Vice President on the Finance team, supporting the firm’s controller and Chief Financial Officer by handling billing, integration activities, and project management.

Previously, she had been with the firm since 2003, holding multiple roles over the years, including human resources, compliance, and operations. She brings 20 years of insurance and wealth management back-office experience to the firm.

Outside of work, she enjoys spending time with her family, hiking, camping, and paddle boarding.

Previous Experience

  • Compliance Analyst at Baker Tilly US, LLP
  • Vice President, Human Resources at Wealthspire Advisors

Education & Credentials

  • BS, University of Wisconsin – Madison, Consumer Science
  • MBA, University of Wisconsin – Whitewater
  • SHRM – Senior Certified Professional
  • Series 66 license
  • WI Life & Health Insurance License

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.