Brendan Burke
Client Service Associate
As a Client Service Associate in Wealthspire’s New York office, Brendan supports clients and their advisors with account openings, money movement, account transfers, record maintenance, and other ongoing service needs. He takes the time to understand each family’s preferences and priorities and works closely with the broader service team to provide a coordinated, responsive client experience. Prior to joining Wealthspire, Brendan was an Operations Specialist with Halcyon Financial Partners, a private wealth practice of Ameriprise Financial. His experience has given him a strong foundation in wealth management operations, problem-solving, and managing multiple priorities with accuracy and attention to detail. He has particular experience with money movement, account transfers, client onboarding, and ongoing service requests. Brendan earned a Bachelor of Science in Finance from Elon 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.
