Kristin Johnson

Assistant Vice President, Finance

Kristin Johnson joined the firm in 2007 as an Operations Specialist. Her career in the financial services industry has spanned over 15 years, including experience in a variety of operational roles with a prior investment adviser. In her current role as Assistant Vice President, Finance, she oversees the client billing process, assists with management reporting, and carries out various other internal team functions.

Previous Experience

  • Investment Operations Analyst at Clifton Larsen Allen Wealth Advisors, LLC (formerly Clifton Gundersen Financial Services)

Education & Credentials

  • BS, University of Wisconsin – Green Bay, Communications, Business minor
  • BS, University of Wisconsin – Milwaukee, Information Science

*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.