Mary serves as an advisor associate in our New York City office, supporting the local team of advisors by assisting with every step of the financial planning process, helping to devise investing strategies, and serving as a point of contact for clients.
Before joining the team, Mary worked as a paraplanner for Joel Isaacson & Co., working extensively with HNW and UHNW clients in a family office setting. She also completed the Financial Planning Association’s virtual externship in the summer of 2021, learning about the principles of financial planning, ongoing industry trends, and the basics of several portfolio-building programs.
Currently residing in Brooklyn, NY, Mary enjoys spending time with family and exploring the many art and cultural institutions throughout the city.
Previous Experience
- Paraplanner at Joel Isaacson & Co.
- Extern at Financial Planning Association (FPA)
- Conflicts Clerk at National Litigation Firm in NYC
- Data Entry Specialist at National Alarm & Emergency Dispatch Center
Education & Credentials
- BS, Syracuse University, Acting
*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.
