Layla Keen
Client Service AssociateLayla is a client service associate based in our Melville, NY office, working closely with the local team of advisors to assist throughout the financial planning process, managing incoming tasks, and serving as a point of contact for clients.
Layla brings a strong background in foundational industry experience, having served as a wealth management and financial planning intern for three NYC-area firms. She also co-founded and led Marist University’s first student-led credit union branch – Marist Red Fox Financial – and ran its financial literacy team. She holds a bachelor’s degree in finance and minors in economics and psychology from Marist University.
Previous Experience
- Cofounder/Financial Literacy Committee Chair at Marist Red Fox Financial
- Wealth Management Intern at Magii Wealth Management
- Wealth Management Intern at Hudson Valley Credit Union
- Financial Planning Intern at Ritholtz Wealth Management
Education & Credentials
- BBA, Marist University, Finance, minors in Economics and Psychology
*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.
