Karl joined the team in 2017 following an internship with the firm. He is now an Assistant Vice President and advisor based in the firm’s Potomac, MD office, where he uses his knowledge and experience to create and implement highly customized financial plans and investment portfolios for clients.
Collaborating with the broader advisor team, he helps to manage client relationships and work through the financial planning process to deliver the best client service possible and ensure clients meet their financial goals.
Raised in Richmond, VA, Karl now resides in Arlington and is a Washington sports fan and basketball enthusiast.
- Financial Planning Intern at Bronfman Rothschild
- Wealth Management Intern at Advanced Wealth Management, LLC
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Certified Financial Planner™
- Series 65 license
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*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.