Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and tax planning into a comprehensive strategy.
- Research Coordinator at University of Pittsburgh Decision Neuroscience Lab
Education & Credentials
- BS, The University of Pittsburgh, Psychology
- Executive Certificate in Financial Planning, Duquesne University
- Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to 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.