John Schachtel
Advisor Associate
As an Advisor Associate in Wealthspire’s New York City office, Jonah works closely with clients and advisors throughout the financial planning process. He helps manage ongoing client relationships, coordinates and completes client requests, and serves as an additional resource for clients and the advisory team. Jonah developed an early foundation in wealth management through roles with two registered investment advisory firms, Atlatl Advisers and Summit Financial, while pursuing his degree at the University of Wisconsin–Madison. He brings that combination of investment knowledge and client service experience to his role at Wealthspire. Jonah earned a Bachelor of Science in Economics from the University of Wisconsin–Madison and holds the Series 65 license.
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.
