Serving as a Senior Client Service Associate for the West Hartford, Conn. office, Mary Rose joined the team in 2020 and brings a wealth of experience in client service. She understands and values clients and strives to provide the very best service to them.
Beginning as a Media and Public Relations director shortly after college graduation, she has worked in various industries, including sports, publishing, and reinsurance. Most recently, she was a private concierge for professionals and executives before transitioning to her role as a Client Relationship Specialist at predecessor firm Private Capital Group.
Outside of work, she is a supporter of St. Jude’s Children’s Research Hospital, Augustinian Defenders of the Rights of the Poor (A.D.R.O.P.), American Cancer Society, Cystic Fibrosis Foundation, and Asthma and Allergy Foundation. Born in Philadelphia, Mary Rose and her husband, Kevin, now call the city’s suburb of Haverford home and share their life with their three children.
Previous Experience
- Client Relationship Specialist at Private Capital Group, LLC
Education & Credentials
- BS, Chestnut Hill College, Communications & Technology
*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.
