Molly Bowe
Advisor AssociateMolly is an advisor associate based in Melville, NY, working closely with the local team of advisors, as well as those in the New York City office. In this role, she helps to manage client relationships, processing day to day requests and supporting the advisory team through all aspects of the financial planning process.
Previously, she worked as an asset management compliance intern for Fidelity Investments, establishing foundational industry skills and experience. She has also held positions in office management, social media, and administration.
Molly holds a bachelor’s degree in finance with a concentration in financial analysis from UMass Amherst’s Isenberg School of Management and is also a graduate of the Commonwealth Honors College. Additionally, she spent a semester abroad at the Lorenzo de Medici Institute in Florence, Italy where she focused on emerging markets.
Outside of work, Molly enjoys spending time with family and friends, traveling, and trying new coffee places.
Previous Experience
- Office Manager at The Dover Group NY
- Asset Management Compliance Intern at Fidelity Investments
- Administrative Assistant at Patrick Powers Customs Broker Inc.
Education & Credentials
- BBA, University of Massachusetts Amherst, Honors Finance
*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.
