Carol McShera
Senior Vice President
Carol services institutional clients by providing counsel and guidance on their overall fiduciary governance process and all areas of fund oversight, including investment menu design, asset allocation, manager selection, investment policy statements and performance monitoring. She also has extensive experience in retirement plan design, plan fee disclosure and benchmarking, vendor searches and selection, and participant education and communication strategies. She joined the firm in 2018.
Prior to joining the firm, Carol was a Retirement Plan Consultant at Sapers & Wallack in Boston and previously worked in Consultant Relations at Wells Fargo Asset Management (WFAM). She received her MA and BA from Boston University and is an Accredited Investment Fiduciary®.
Prior to joining the firm, Carol was a Retirement Plan Consultant at Sapers & Wallack in Boston and previously worked in Consultant Relations at Wells Fargo Asset Management (WFAM). She received her MA and BA from Boston University and is an Accredited Investment Fiduciary®.
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.
