Derek Mayo
Associate, FinanceDerek serves as an associate on the finance team and is based in our Madison, WI office. In this role, he supports the firm’s client billing, reporting processes, and assists in various other internal team functions.
Passionate about delivering exceptional client service, Derek joined the team after serving as a retirement plan coordinator at parent company NFP Corp. He also completed an internship in the finance department of predecessor firm Bronfman Rothschild and holds a bachelor’s degree in biology, society, and environment from the University of Minnesota – Twin Cities.
Currently residing in Sun Prairie, WI, Derek enjoys cooking and staying active by running, cycling, long boarding, and hiking in his free time.
Previous Experience
- Retirement Plan Coordinator at NFP
- Finance Intern at Bronfman Rothschild
Education & Credentials
- BA, University of Minnesota – Twin Cities, Biology, Society, Environment
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
