Devanshu serves as an advisor associate in our New York City office, joining full time after completing the firm’s internship program in the summer of 2022. He supports the local team of advisors by assisting with every step of the financial planning process, helping to devise investing strategies, and serving as a point of contact for clients.
A recent graduate of Indiana University’s Kelley School of Business, Devanshu earned a degree in Finance & Business Analytics and is also certified in Bloomberg Market Concepts. While in school, he participated in various activities and leadership roles, serving as director of finance for his fraternity, working as a finite math peer tutor, and getting selected by faculty for a wealth management workshop for students. He has also completed internships in accounting and growth strategy for organizations in New York metropolitan area.
Currently residing in Edison, NJ, Devanshu is an avid New York Giants fan who also enjoys traveling, playing spike ball, and watching NBA games in his spare time.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
- Growth Strategy Intern at Guidepoint
- Accounting Intern at Mehta, Mithilesh CPA
Education & Credentials
- BS, Indiana University – Kelley School of Business, Finance & Business Analytics
- Series 65 license
*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.
