Claire C. Ellis
Advisor Associate
As an Advisor Associate, Claire focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2023, she was a Financial Representative at Northwestern Mutual. Claire earned her BA in Economics from Boston College.
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.
