Andrew Salak, CFP®
Managing Director
Andrew provides investment consulting services to nonprofit organizations, municipalities, corporate executives, family trusts and other high-net-worth investors. He supports clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, and overall investment management. He also guides clients through complicated wealth planning process to help ensure coordination of investment objectives with their estate planning, tax planning and lending strategies. Andrew joined the firm in 2014. Prior to joining the firm, he was a Financial Advisor at Morgan Stanley providing financial planning services to high-net-worth individuals and families. He has a BA from Fordham University in New York City. He holds the designation of Certified Financial Planner (CFP®) from the CFP Board. Andrew was selected by the Hartford Business Journal in their 40 Under 40 class for 2018. He is the President of the Fordham Alumni Association of Connecticut and Past President of the Hartford Tennis Club.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
