Margaret Iamunno
Margaret Iamunno’s focus at Wealthspire is building an experience where clients and advisors feel the strength of the entire firm behind them. As Head of Client Service, she leads the continued evolution of how the firm supports clients and advisory teams, bringing a deep understanding of the operational and technical dimensions of wealth management to the people, technology, processes, and infrastructure that make exceptional service possible.
Her work reaches across the advisor and client journey, from welcoming and integrating advisors into the firm to strengthening how teams operate, solve problems, and deliver for clients every day. At the center of that work is a belief that the complexity behind great wealth management should translate into a seamless experience: advisors able to bring the full capabilities of the firm to their clients, colleagues empowered to lead and apply their expertise, and clients who experience the breadth and capabilities of Wealthspire Advisors through every interaction.
What drives Margaret Iamunno is building an organization where technical excellence and human connection reinforce one another, creating an experience that can grow while remaining personal, thoughtful, and deeply connected to clients and the advisors who serve them.
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.
