Brad Beausoleil, QKC, QKA®, CPFA®
Vice President
Brad leads National TPA Operations, helping build and scale the operating platform supporting retirement plan administration across the organization. He oversees operational strategy, centralized services, technology and vendor management, process improvement, capacity planning, and operational analytics across 401(k), 403(b), Cash Balance, and Pension plans. With extensive experience in retirement plan administration and operations, Brad is focused on creating scalable, consistent processes that enhance both the client and employee experience. He regularly presents to retirement plan professionals and industry peers on retirement plan design, administration, and operational best practices. Brad earned a Bachelor of Arts in Economics from Eastern Connecticut State University and a Master of Business Administration from Central Connecticut State University. He holds the Qualified 401(k) Administrator (QKA) and Qualified 401(k) Consultant (QKC) credentials through the American Society of Pension Professionals & Actuaries (ASPPA), as well as the Certified Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisors (NAPA).
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.
