Jonah Schachtel
Advisor AssociateJonah serves as an advisor associate in our New York City office, supporting the local team of advisors by helping to manage client relationships and completing incoming tasks.
Prior to joining the team, Jonah interned at two different RIAs, Atlatl Advisers and Summit Financial, while pursuing his economics degree at the University of Wisconsin–Madison. Through these experiences, he gained hands-on exposure to client service, portfolio construction, and the day-to-day operations of a fiduciary advisory firm.
Currently residing in East Village, NY, Jonah enjoys playing golf and basketball, and rooting for the New York Giants, Rangers, Knicks, and Wisconsin Badgers.
Previous Experience
- Financial Analyst at Atlatl Advisers
- Wealth Management Intern at Summit Financial
Education & Credentials
- BS, University of Wisconsin – Madison, Economics
- Series 65 license
*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.
