Carly A. Perusek, MBA
As an Advisor Associate in Wealthspire’s Beachwood office, Carly works closely with clients and advisors throughout the financial planning process, supporting the development of financial plans and helping coordinate ongoing client needs. In her role, she enjoys bringing together the different aspects of a client’s financial picture and helping turn their goals into thoughtful, actionable strategies. Her background in finance and experience across wealth management and financial services have shaped her relational and detail-oriented approach to supporting clients.
Before joining Wealthspire, Carly gained experience in wealth management at JMS Financial Solutions and in global finance and business management at JPMorganChase. She is passionate about continually expanding her knowledge of financial planning while building strong relationships with the clients and colleagues she works with.
Carly earned a Bachelor of Science in Finance from John Carroll University and a Master of Business Administration in Finance from John Carroll University, where she was also a captain of the women’s varsity basketball team. She began her undergraduate studies at Pepperdine University, where she studied finance and spent a year studying abroad in Barcelona, Spain. Carly holds the Series 65 license and is proficient in Spanish.
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.
