Greta Panke
Advisor AssociateGreta serves as an advisor associate in our West Hartford, CT office, joining the team full-time after completing the firm’s internship program in the summer of 2024. In this role, she supports the local team of advisors by assisting with all steps of the financial planning process, helping devise and implement customized investment strategies, and building and maintaining strong client relationships.
A graduate of Connecticut College, Greta earned a degree in economics with minors in finance and psychology. While in school, she was a member and captain of the women’s lacrosse team, participated in the Entrepreneurship Pathway program, and was treasurer of the Women in Finance club. She also brings previous experience as a customer experience intern for Travelers Insurance.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
- Customer Experience Intern at Travelers Insurance
Education & Credentials
- BA, Connecticut College, Economics, minors in Finance and Psychology
- Series 65 license
*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.
