Mary Rose Cusick
Assistant Vice President, Client Service Manager
As an Assistant Vice President and Client Service Manager in Wealthspire’s West Hartford office, Mary Rose manages a team of client service professionals while continuing to work directly with clients and advisors. She supports new client onboarding, account openings and transitions, money movement, and ongoing account needs, serving as a trusted day-to-day resource and helping ensure requests are handled accurately and efficiently. Mary Rose brings experience across wealth management and reinsurance, with a strong focus on client relationships, operational execution, and team leadership. She works closely with clients and advisors to understand each family’s circumstances, anticipate needs, and coordinate the details behind complex requests. As a manager, she remains closely involved in client work while developing her team and maintaining a consistent standard of service. Mary Rose earned a Bachelor of Science in Communications and Technology from Chestnut Hill College.
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.
