Nela Diaz
Assistant Vice President, Client ServiceNela serves as an Assistant Vice President, Client Service, managing the Red Bank, NJ team’s operations and administrative functions, as well as managing day-to-day client communications.
Joining the team through the acquisition of RoundAngle Advisors, she brings more than two decades of industry experience with deep expertise in accounting, client services, and team management.
Throughout her career, Nela has built strong, lasting client relationships by supporting a wide range of needs—from transactional requests to technology related assistance. Her dedication, work ethic, and positive attitude ensure that every client receives personalized attention and a seamless Wealthspire experience.
Previously, Nela held several key roles, including Assistant Controller, Staff Accountant, Office Manager, and Administrative Team Leader. This diverse background gives her a unique perspective and reinforces her commitment to always putting clients first.
Outside of work, she enjoys spending time with her family, relaxing at the beach, and traveling.
Previous Experience
- COO & Director of Client Services at RoundAngle Advisors
- Administrative Team Leader at Hudson Wealth Management
- Staff Accountant at Expaticore Services
- Office Manager at Bernstein & Bernstein CPAs
- Assistant Controller at Bilco Wire Rope & Supply Corp
Education & Credentials
- BS, Kean University, Accounting
*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.
