Mckayla Johnson, CFP®
Associate, InvestmentsBased in New York, Mckayla is an associate on the firm’s Investment Team. In this role, she supports the broader investment function by focusing on asset allocation, manager research, and due diligence.
Mckayla brings five years of industry experience, most recently serving as a financial planner at Retirable. Previously, she was also part of Vanguard’s financial planning associate program and completed two internships in wealth management and investments.
A CERTIFIED FINANCIAL PLANNER® professional, Mckayla holds degrees in financial planning and economics from the University of Wisconsin – Madison.
Outside of work, Mckayla enjoys running with friends, travelling to visit family in Wisconsin and North Carolina, and spending weekends trying new restaurants in NYC.
Previous Experience
- Financial Planner at Retirable
- Advance to Financial Planning Associate Program at Vanguard
- Wealth Management Intern at RMB Capital Management
- Investment Intern at Googins Investments
Education & Credentials
- BS, University of Wisconsin – Madison, Financial Planning
- BA, University of Wisconsin – Madison, Economics
- CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*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.
