Greta Panke
Advisor Associate
As an Advisor Associate in Wealthspire’s West Hartford office, Greta works closely with clients and advisors throughout the financial planning and investment management process. Greta joined Wealthspire full time after completing the firm’s wealth management internship program in 2024. Greta brings an interdisciplinary perspective to her work, with an academic background spanning economics, finance, and psychology. At Connecticut College, she participated in the Entrepreneurship Pathway program and served as treasurer of the Women in Finance club. She was also a captain of the women’s lacrosse team, an experience that strengthened the collaboration, discipline, and leadership skills she brings to her work with clients and colleagues. Prior to joining Wealthspire full time, Greta also completed a customer experience internship with Travelers Insurance. Greta earned a Bachelor of Arts in Economics with minors in Finance and Psychology from Connecticut College and holds the Series 65 license.
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.
