Emily Platt, CFP®

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Emily joined the firm as a client associate in 2017 after graduating from James Madison University with a degree in Finance. In November 2018, Emily transitioned to an internal investment role, supporting the firm’s Chief Investment Officer. As a member of this team, Emily is focusing on asset allocation, manager research, and due diligence.

While at JMU, Emily served as a member of the Madison Investment Fund, helping to manage a long-only equity portfolio within the University’s endowment. She spent two summers as an investment banking analyst with Wells Fargo Securities, contributing industry research and modeling pro forma financials for mergers and acquisitions.

Previous Experience

• Senior Associate, Investments at Wealthspire Advisors
• Client Associate at Bronfman Rothschild
• Investment Banking Summer Analyst at Wells Fargo Securities

Education & Credentials

• BBA, James Madison University, Finance
• Certificate in Financial Planning, Georgetown University
• Certified Financial Planner^™
• The CFA Institute Certificate in ESG Investing

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, Certified Financial Planner^™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*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.