Liam McLaughlin, CFA
Assistant Vice President
Liam is responsible for the analysis of client investment portfolios for private clients. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2023, Liam was an Investment Risk and Analytical Services Senior Associate at Northern Trust Bank. He graduated with a BBA in Finance from the University of Iowa, Tippie School of Business and is a CFA® Charterholder and member of the CFA Society Chicago and CFA Institute.
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.
