Gloria Levorin, CFP®
Gloria serves as a Senior Advisor Associate in our New York office, helping advisors with day-to-day management of client relationships and supporting the broader team.
Originally from Italy, she most recently worked as a purchasing assistant for an engineering firm and competed in the Italian B league as a professional volleyball player before moving back to the U.S. She holds a bachelor's degree in business administration from Florida International University, as well as a master's degree in finance.
Previous Experience
- Purchasing Assistant at Bernardinello Engineering
- Insurance Advisor at Generali Italia, Agency of Prato della Valle
Education & Credentials
- BBA, Florida International University, Management
- MS, Florida International University, Finance – International Banking & Financial Institutions
- MS, Ca' Foscari University of Venice, Economics and Finance
- CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
