Angela Loffredo

Assistant Vice President, Client Operations

As an Assistant Vice President on the Client Operations team, Angela is responsible for helping to streamline and elevate our internal processes to enhance the client experience. Angela works closely with the Client Service teams in her role, which includes onboarding new clients and serving their needs in the areas of asset movement and custodial relations.

Before joining the team, Angela was a client service Associate at UBS Private Wealth Management and Fusion Family Wealth.

Outside of the office, Angela spends much of her time exploring the great outdoors with her husband and three young children. Her dedication to family and relationships makes her an important asset to the team and to clients.

True to the community-minded ethos of our firm, Angela supports many charities and non-profits like St. Jude Children’s Research Hospital and various organizations related to Congenital Diaphragmatic Hernia.

Previous Experience

  • Operations Manager at GM Advisory Group
  • Operations Specialist at GM Advisory Group
  • Client Service Associate – Wealth Management at Fusion Family Wealth
  • Client Service Associate – Wealth Management at UBS Financial Services

Education & Credentials

  • BS, Stony Brook University, Business Management – Finance

*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.