Jack Morrissey
Senior Advisor Associate
Jack is responsible for the analysis of client investment portfolios for private clients. He serves clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2023, he worked as a Client Service Analyst with Gresham Partners. Jack earned a BA in Economics from the University of Wisconsin-Madison.
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.
