Jamie Bond, AIF®
Vice President
Jamie focuses on retirement plan advisory, partnering with plan sponsors and committees to support their fiduciary and investment decision making. Jamie brings prior retirement plan experience from service specialist roles at Corient and Budros, Ruhlin & Roe. Jamie holds the Accredited Investment Fiduciary (AIF) designation, which reflects specialized knowledge of fiduciary standards of care and their application to the investment management process. Jamie earned a bachelor's degree from Utah Valley University.
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.
