Olivia Cacciatore, IACCP®

Associate, Compliance

Based in our NYC office, Olivia serves as a Compliance Associate, providing direct support to the Chief Compliance Officer. In her day-to-day, she monitors various advisory functions to ensure adherence by our team members to our policy framework, designed to put our clients’ interest first.

Her role requires knowledge of the firm’s regulatory framework and business practices. Olivia prides herself on her effective communication style, strong analytical skills, project management abilities, and capacity for collaboration across all departments and levels.

Olivia started her career in wealth management as an intern, appreciating the personal satisfaction and professional impact available when contributing to a best-in-class work culture. She previously served as a Digital Banking Representative with Flushing Bank and Northwell Health’s as a Revenue Cycle Intern. She earned her BBA and MBA in Finance from Hofstra University.

Outside of the office, Olivia enjoys Pilates, traveling, and spending quality time with her friends and family.

Previous Experience

  • Compliance Analyst at GM Advisory Group
  • Digital Banking Representative at Flushing Bank
  • Revenue Cycle Intern at Northwell Health

Education & Credentials

  • MBA, Hofstra University, Finance
  • BBA, Hofstra University, Finance
  • Investment Adviser Certified Compliance Professional® (IACCP®)

*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.