Pat Coelho


Pat works in the Fulton, MD office supporting Advisors and the Client Services team.

She is a seasoned Executive Assistant with over 30 years of experience in the administrative field, beginning her career in Toronto, Canada and then moving to Columbia, Maryland. She is very passionate about serving clients and has a great relationship with them, striving to go above and beyond to make them feel valued.

Prior to her current role, Pat worked for the CEO at HealthCare Strategies in Columbia, Maryland for a decade.

She enjoys volunteering her time at Senior Assisted Living Centers and the Howard County Food Bank.

Previous Experience

  • Executive Assistant at HealthCare Strategies
  • Administrative Assistant at Watson Wyatt Worldwide

*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.