Jessica Ludwig
Managing Director
As a Managing Director, Jessica services institutional clients, providing advice and counsel on all areas of fund oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management. She also has extensive experience in retirement plan design, plan fee disclosure and benchmarking, vendor searches and selection, and participant communication strategies. Jessica joined the firm in 2006. Prior to this, Jessica was a Financial Analyst in the Public Finance Department at Loop Capital Markets. She received her BA from Georgetown 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.
