Denisse Merlos
Associate, Financial Institutions
As an Associate, Denisse is responsible for the analysis of Financial Institutions investment portfolios. She assists in servicing clients by offering expertise on asset allocation, portfolio design and manager selection. Prior to joining Fiducient Advisors in 2024, she worked as a Global Equity Research Intern at William Blair. Denisse earned an MBA in Finance and a BBA in Economics from Loyola University Chicago.
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.
