Jay Czarapata, CFP®, CRPS®
Senior Vice President
Jay joined the firm in 2011 in our Milwaukee office and is now a Senior Vice President. He earned his bachelor’s degree in Finance with a Financial Planning emphasis from the University of Wisconsin-Whitewater and a certificate of major in accounting from the University of Wisconsin-Milwaukee. With over 20 years of experience, Jay is a strong believer in being a fiduciary advocate for his clients and has worked with a broad range of clients from high net worth individuals to corporations.
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.
