Grant Ruder, CFP® is a Senior Vice President of Wealthspire Advisors and has been with the firm and its predecessors since 2007. With over a decade of experience as a fiduciary and objective advisor, he has supported high net worth individuals and their families, endowments, and other institutional clientele.

No matter the client’s unique circumstances, Grant has demonstrated the ability to integrate key areas of investment management, cash flow and retirement planning, insurance, estate and tax situations. This ensures clients he is considering a wide range of variables that could impact their financial lives while most importantly, managing their risk.

Grant’s success with institutional clients includes the leadership of multi-member investment committees, tailored portfolio construction, investment and spending policy statement development, and thoughtful cash management solutions. This expertise has enabled institutional clients to remain focused on their core missions.

In 2019, Grant was chosen by his peers and recognized by Washingtonian Magazine as a Top Financial Adviser in the Washington, DC area.

Grant is an Advisory Board member of the ‘Madison Investment Fund,’ a student-led investment fund that serves as an outside money manager to the James Madison University Foundation.

Grant resides in Vienna, Virginia with his wife, Ashley, and their son, Gavin.

Previous Experience

  • Director at Bronfman Rothschild
  • Director at Highline Wealth Management

Education & Credentials

  • BBA, James Madison University, Finance
  • Certified Financial Planner
  • Series 65 license

 

 

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.

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