Erin Chausse
Client Service Associate
As a Client Service Associate in Wealthspire’s New York office, Erin supports clients and their advisors with account openings, money movement, record maintenance, and other day-to-day service needs. Often one of a client’s first points of contact, she takes the time to understand each person’s preferences and priorities while helping ensure requests are handled accurately, efficiently, and with care. Prior to joining Wealthspire, Erin worked in student affairs and higher education administration, where she developed a strong foundation in relationship building, advocacy, and helping individuals navigate important decisions and processes. She brings those skills to wealth management, with a particular focus on listening closely, staying organized, and helping make financial processes easier for clients to navigate. Erin earned a Master of Arts in English Literature from California State University, Fresno and a Bachelor of Arts in English Literature with a minor in French from the University of California, Santa Barbara.
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.
