Holly Happ
Client Service AssociateHolly is a Client Service Associate in our New York office, helping to process day-to-day client requests, serving as a first point of contact for clients, and supporting the broader advisory team.
She has over five years of experience in various client service and managerial roles, getting her start in the industry while working as a supervisor for retirement plan services at T. Rowe Price.
Originally from North East, MD, Holly now resides in New York City and enjoys being on the water in her spare time.
Previous Experience
- Supervisor – Retirement Plan Services at T. Rowe Price
Education & Credentials
- BS, Towson University, Business – Finance
*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.
