Marie Santangelo
Marie leads a dedicated team of Client Service Associates and helps oversee Advisor Onboarding and Integration, the firm’s structured approach to welcoming new advisory teams while maintaining consistent, uninterrupted client service. She works closely with advisors, founders, custodians, and colleagues across the firm to guide each transition—from custodial integration and account setup to platform readiness, training, data cleanup, asset tracking, and post-cutover stabilization. She ensures every team feels confident, supported, and fully prepared before moving to ongoing Client Service management.
With nearly 20 years of experience in wealth management, Marie drives operational efficiency, technology integration, and strong relationship management. She takes a hands-on approach to integrations, manages senior custodian relationships, establishes repeatable standards, and leads project planning, training, data cleanup, and playbook development. Through thoughtful leadership, clear accountability, and close collaboration, she helps teams navigate change with confidence.
Previous Experience
- VP, Client Service at Wealthspire Advisors
- VP, Client Operations Manager at Wealthspire Advisors
- Client Operations Coordinator at myCIO Wealth Partners, LLC
- Life Sales Development and Case Design Specialist at Underwriters Marketing Service
- Junior Financial Advisor / Marketing Coordinator at Franklin Planning
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.
