Andrea Pon

Executive Assistant

Andrea serves as Executive Assistant to Chief Strategy Officer Greg Friedman and is based in the San Rafael, CA office. She has more than two decades of experience in executive support, administration, and project management, using her deep expertise to inspire trust and collaboration across the organization.

Andrea has honed her skills through her work as an executive assistant within various companies across the industry such as Wells Fargo Asset Management, State Street Global Advisors, and Charles Schwab.

Previous Experience

  • Executive Assistant at Wells Fargo Asset Management
  • Executive Assistant at State Street Global Advisors
  • Executive Assistant at Barclays Global Investors
  • Assistant at Charles Schwab & Co., Inc.

Education & Credentials

  • BS, University of California – Davis, Design

*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.