Emi Duarte
Client Service AssociateEmi is a Client Service Associate in our New York office, helping to process day-to-day client requests, serving as a first point of contact, and supporting the broader advisory team.
She brings several years of experience in client service, most recently working as a client experience specialist for JP Morgan & Chase. She has also held positions in communications and banking, and she earned a degree in corporate communications from Baruch College.
Outside of work, Emi volunteers as a coach for a nonprofit in New York City that offers personal development and leadership trainings, helping support participants in cultivating leadership skills, enhancing communication, and achieving personal and professional growth. She is passionate about applying the same valuable skills she’s gained from this role to her work at Wealthspire Advisors.
Previous Experience
- Client Experience Specialist at JP Morgan & Chase
- Communications Intern at ServiceWhale
- Banker at Citibank
Education & Credentials
- BA, Baruch College, Corporate Communications
*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.
