Jacqueline Rondini, CFP®
Senior Vice President, Financial Institutions
Jackie provides investment consulting services to the firm’s Outsource Chief Investment Officer (OCIO) practice for financial institutions. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. In 2012, Jackie was a contributing author to Nonprofit Asset Management and in 2005, she co-authored The Practical Guide to Managing Nonprofit Assets.
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.
