Leah Butler
Advisor Associate
As an Advisor Associate, Leah focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm, she gained financial services experience as a Private Wealth Management Intern at Fidelity Investments, where she analyzed client accounts and supported platform and process improvements across the advisory business. Leah earned her BA in Economics from Wellesley College, where she also served as captain of the varsity swimming and diving team.
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.