Alice Vecchione, CPA

Family Office Accounting Manager

A Certified Public Accountant (CPA) who has been practicing for over 25 years, Ally joined predecessor firm GM Advisory Group in 2022 after being a sole practitioner at her own accounting firm. She now serves as a manager for our Family Office Accounting team, preparing high complexity reports for clients, monitoring bill payments for both efficiency and timeliness, and providing technical guidance and coaching to her team.

Ally is passionate about working directly with clients, focusing primarily on alleviating the financial burdens of bill pay and budgeting for them. She takes pride in managing these essential tasks, enabling clients to enjoy their free time without the stress of day-to-day financial management and helping ensure that they can sustain and grow their wealth, securing financial stability for future generations.

An alumna of Hofstra University, she has worked in public accounting on both the audit and tax side. She is familiar with the financial services industry, having performed portfolio administration, tax reporting and testing, and implementation of new accounting software in a previous role.

Outside of the office, Ally loves spending time with her husband, Rick, three daughters, and two rescue dogs. She loves the outdoors and is currently on a quest to visit every National Park in the U.S.

Previous Experience

  • Family Office Accounting Manager at GM Advisory Group
  • President of Alice Vecchione, Inc.
  • Associate at Joseph G Boyce CPA PC
  • AVP, Senior Portfolio Analyst at Ivy Asset Management
  • Finance Consultant at Ivy Asset Management
  • Tax Senior at Marcum & Kliegman LLP
  • Audit Supervisor at Margolin, Winer & Evens LLP

Education & Credentials

  • BBA, Hofstra University, Accounting
  • Certified Public Accountant (CPA)

*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.