Michael Emerson, CFA, CFP®
Managing Director
Michael provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2017, Michael was a Wealth Advisor with RMB Capital. He holds a Bachelor of Arts from the University of Chicago, is a CERTIFIED FINANCIAL PLANNER® professional from the College for Financial Planning and is a CFA® Charterholder and a member of the CFA Institute.
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.
