Jared Wolfe

Senior Advisor Associate

Jared is a Senior Advisor Associate who assists advisors in developing personalized financial strategies for clients that align with their goals and aspirations. His role involves producing financial planning and investment management proposals and providing ongoing support to ensure clients’ requests are handled accurately and efficiently. He is passionate about empowering clients to make informed financial decisions and achieve their long-term financial goals.

Before entering the wealth management industry, Jared was a collegiate athlete, which instilled in him a strong work ethic, dedication, and the innate ability to collaborate with team members. His professional journey began with internships in accounting and finance, where he honed his analytical skills and gained valuable industry insights. He holds a bachelor’s degree in accounting and finance, as well as a master’s degree in analytics from Villanova University. This educational background has equipped him with a solid foundation in financial principles and advanced analytical techniques.

He currently resides in New York, and in his free time, he loves exploring new fitness challenges, traveling, and spending time with family and friends.

Previous Experience

  • Family Office Accountant at GM Advisory Group
  • Wealth Management Strategist at GM Advisory Group

Education & Credentials

  • MS, Villanova University, Analytics
  • BS, Western New England University, Accounting & 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.