James Eichelberger, CFP®, AIF®
Managing Director
Jay is a managing director and advisor, serving clients from the firm’s Fulton and Annapolis, MD offices. He joined the Wealthspire team in 2020 through the acquisition of a predecessor firm, where he served as a founding partner and chairman.
James is a past President and Chairman of the Board of Directors of the Maryland Institute of Certified Financial Planners. For 8 years, he was also on the Board of Directors with the USA Olympic Team for Bobsled and Skeleton (USABS). Even though he is retired from the Board of USABS, he still serves on the Nominating Committee to help the future of the Olympic organization. Locally, Jay currently serves on the Board of Directors for the Anne Arundel Medical Center Foundation. While his children attended Archbishop Spalding High School, Jay also spent 6 years on the Board of Directors for this leading high school in the Diocese. In the past, Jay has been quoted extensively in the local press and served on a panel of CFP®s to answer readers’ questions for a special event at USA Today.
James is a past President and Chairman of the Board of Directors of the Maryland Institute of Certified Financial Planners. For 8 years, he was also on the Board of Directors with the USA Olympic Team for Bobsled and Skeleton (USABS). Even though he is retired from the Board of USABS, he still serves on the Nominating Committee to help the future of the Olympic organization. Locally, Jay currently serves on the Board of Directors for the Anne Arundel Medical Center Foundation. While his children attended Archbishop Spalding High School, Jay also spent 6 years on the Board of Directors for this leading high school in the Diocese. In the past, Jay has been quoted extensively in the local press and served on a panel of CFP®s to answer readers’ questions for a special event at USA Today.
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.
