Daniel Duffy, AIF®
Associate Vice President
Dan 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. He joined the firm in 2017. He earned his MBA and BA from the University of Connecticut, and the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies.
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.
