Juliana Gadaleta

Senior Advisor Associate

As a Senior Advisor Associate, Juliana assists the broader advisory team. Her day-to-day role includes helping with financial reporting, tax planning strategies, estate planning, and administrative tasks.

Juliana interned with predecessor firm GM Advisory Group in college in multiple departments before joining as full-time employee upon graduation. Her persistence and dedication have already made her a valued member of the team.

Outside of the office, Juliana enjoys watching movies and spending time with her friends and family. She is currently pursuing her master’s degree in taxation from SUNY at Old Westbury.

Previous Experience

  • Wealth Strategist at GM Advisory Group
  • Associate Wealth Strategist at GM Advisory Group
  • Wealth Strategies Intern at GM Advisory Group

Education & Credentials

  • BS, State University of New York at Albany, Accounting

*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.