Jonah Schachtel

Client Service Associate

Jonah serves as a client service associate in our New York City office, supporting the local team of advisors by helping to manage client relationships and completing day-to-day tasks.

Prior to joining the team, Jonah worked as a financial analyst for Atlatl Advisers, also completing an internship with Summit Financial in the summer of 2023.

Originally from North Caldwell, NJ, Jonah enjoys playing golf, basketball, and pickleball, and rooting for the New York Giants, Rangers, and Wisconsin Badgers teams in his free time.

Previous Experience

  • Financial Analyst at Atlatl Advisers
  • Wealth Management Intern at Summit Financial

Education & Credentials

  • BS, University of Wisconsin – Madison, Economics

*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.