Karenna Schneider
Client Service Associate
Based in Wealthspire’s New York City office, Karenna supports clients and their advisors with account openings, transfers, record maintenance, and other day-to-day service needs. Often one of a client’s first points of contact, she takes the time to understand each client’s preferences and priorities and follows requests from initiation through completion with a focus on responsive, personalized service. Prior to joining Wealthspire, Karenna was an Investor Relations Intern at JLL Partners, a middle-market private equity firm, where she supported a $900 million fundraise. Her experience in investor relations and finance strengthened her analytical and communication skills and her ability to make complex financial information easier to understand. Karenna has a particular interest in estate planning, retirement accounts, and strategies for managing and transferring wealth across generations. Karenna earned a Bachelor of Science in Marketing and Communications from Indiana University’s Kelley School of Business. Outside of work, she enjoys playing golf, a sport she has played since she was six years old.
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.
