Petros Elias
Client Service AssociatePetros is a Client Service Associate based in the firm’s Fulton, Maryland office, where he supports the local advisor team by helping to manage client relationships, completing incoming requests, and serving as a first point of contact for clients.
Previously, he worked for Cambridge Associates as an investment operations associate and investment operations analyst, establishing strong foundational industry knowledge and experience.
Born and raised in Ellicott City, Petros holds a degree in finance from University of Maryland – College Park and is an avid sports fan and music lover.
Previous Experience
- Investment Operations Associate at Cambridge Associates
Education & Credentials
- BS, University of Maryland – College Park, 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.
