Eileen Allgrove, JD, MST, CFP®
Managing Director
Eileen provides counsel to individuals and families on asset allocation, portfolio design and rebalancing strategies. As a CERTIFIED FINANCIAL PLANNER®, Eileen works with clients on extensive wealth management solutions involving estate planning, tax, family governance, and lending strategies. She is also a member of the Private Client Business Council. Eileen the firm 2017. Prior to joining the firm, Eileen was a Senior Wealth Manager at BNY Mellon and a Senior Trust Officer at US Trust. She received her JD from Western New England University School of Law, MST from the University of Hartford and BA from Allegheny College. Additionally, she is a Certified Financial Planner® from the College for Financial Planning and a CDFA® from the Institute for Divorce Financial Analysts.
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.
