Margaret Iamunno

Senior Vice President, Melville Office Lead

With over two decades of experience in optimizing and influencing policy, process, and systems, Margaret brings a wealth of knowledge and expertise to her role as Senior Vice President and Melville Office Lead. She works closely with the Wealthspire Executive Leadership Team, ensuring that the company continues to innovate with clients’ needs at the forefront. She is also responsible for the execution of the firm’s business and operational priorities.

Margaret’s background includes acting as a Chief Compliance Officer and Chief Operations Officer in the investment advisory space. Additionally, she has experience as a General Securities Principal, managing operations and risk functions for trading and operations in the institutional space. These professional experiences have equipped her with a unique perspective and skillset. This expertise allows her to navigate the wealth management landscape and ensure that she can contribute to Wealthspire’s high fiduciary standards.

For Margaret, the most rewarding aspect of her role is the opportunity to make a positive difference in the lives of clients. She takes pride in knowing that her work contributes to their financial wellbeing and helps them achieve their goals. By leveraging her expertise and leadership skills, Margaret is committed to Wealthspire’s goal of remaining at the forefront of the industry while providing exceptional service and value to its clients.

Previous Experience

  • Senior Vice President at GM Advisory Group
  • Chief Compliance Officer at GM Advisory Group
  • Chief Compliance Officer & Operations Officer at Fusion Family Wealth
  • Manager of Operations and Trading Desk at First Empire Securities, Inc

Education & Credentials

  • Master’s Certification in Paralegal Studies, Adelphi University
  • BS, SUNY Empire State College, Business Management & Economics

*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.