Angela Loffredo
Vice President, Client Service Lead
As Vice President, Client Service Lead at Wealthspire, Angela leads a segment of the firm’s Client Service organization, directly managing Client Service Managers and overseeing service quality, advisor experience, and team development across the offices she supports. She works closely with advisors, client service professionals, portfolio managers, and senior leaders to translate firmwide priorities into consistent execution and advance Wealthspire’s Client Service Standard of Care. Angela brings extensive experience in client service, operations, and team leadership. Prior to her current role, she served as a Client Service Manager at Wealthspire and Operations Manager at GM Advisory Group, and held client service roles with Fusion Family Wealth and UBS Financial Services. Her experience gives her a strong understanding of both the client and advisor experience, with a particular focus on developing strong managers, building capable teams, and delivering consistent, relationship-driven service. Angela earned a Bachelor of Science in Business Management with a concentration in Finance from Stony Brook University.
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.
