Lynette Monegro

Associate, Client Operations

Lynette joined the firm in 2018 and serves as an Associate on the Client Operations team. She is responsible for the day-to-day servicing and maintenance of client accounts including the preparation and processing of new account and account maintenance documents.

Previous Experience

  • New England Pension and Private Clients
  • Guardian Life Insurance – Investments

Education & Credentials

  • BS, Johnson & Wales University – Providence, 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.