Petros Elias
Client Service Associate
As a Client Service Associate in Wealthspire’s Fulton office, Petros supports clients and their advisors and takes a relationship-driven approach to his work, getting to know how each family prefers to communicate, what matters to them, and which financial details they would rather entrust to their Wealthspire team. Prior to joining Wealthspire, Petros was an Investment Operations Associate at Cambridge Associates. He particularly values supporting clients through important life transitions, whether helping organize their financial lives, establishing predictable income streams, or putting the details in place as they prepare for retirement. Petros is developing particular expertise in retirement-related needs, including required minimum distributions and beneficiary planning. Petros earned a Bachelor of Science in Finance from the University of Maryland, College Park.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
