Michelle Leeds
Michelle Leeds serves as Vice President, Client Service Lead at Wealthspire, bringing more than 20 years of experience in wealth management and client service. In her role, she focuses on developing client service leaders, strengthening operational practices, and supporting the consistent delivery of exceptional client experiences. She is passionate about building collaborative, high-performing teams and creating scalable processes that allow advisors and client service professionals to focus on what matters most: their clients.
Prior to joining Wealthspire, Michelle held client service and leadership positions at Wealth Enhancement Group, Aperio (a BlackRock company) and Private Ocean. Throughout her career, she has developed expertise in wealth management operations, client relationship management, team development, and process improvement. She has a particular interest in leveraging technology, data, and thoughtful operational design to improve efficiency, strengthen collaboration, and elevate client experience.
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.
