Dominick Matteo, CFP®
Assistant Vice President
Dominick serves as an assistant vice president and advisor in our New York office, working with the broader advisor team in managing client relationships and supporting them in the financial planning process. Developing a foundation of industry knowledge through Virginia Tech's financial planning program, he is now a CERTIFIED FINANCIAL PLANNER® with several years of experience at multiple wealth management firms.
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.
