Michael Bueno
Client Service AssociateMichael is a Client Service Associate based in our Chicago, IL office, supporting the local advisory team by serving as a point of contact for client relationships and managing ongoing client requests.
Previously, he worked as a wealth management client associate for Merrill Lynch, where he handled all administrative aspects of client accounts and processed incoming requests. He also brings experience as an investment specialist with Merrill Edge and completed Year Up, a career development program that includes college-level courses, professional training, and a six-month internship.
Previous Experience
- Wealth Management Client Associate at Merrill Lynch
- Investment Specialist & Case Manager Intern at Merrill Edge
*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.
