Lily Matias, CEBS
Managing Director
Lily focuses on retirement plan advisory, using her expertise in investments, asset allocation, and investment manager selection and monitoring to help plan sponsors and participants attain the best retirement outcomes possible. She brings roughly twenty five years of industry experience and has been recognized by NAPA Net as a "Top Women Advisor" from 2016 through 2020 and by the Financial Times among its Top 401(k) Advisors specializing in defined contribution plans nationwide. She joined the firm in 2014.Lily holds the Certified Employee Benefit Specialist (CEBS) designation, along with FINRA Series 6, 26, and 63 licenses. She earned a Bachelor of Arts in Economics from Columbia University.
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.
