Rina Edelstein, CPA
Family Office Accounting ManagerRina is a Family Office Accounting Manager based in our Boca Raton, FL office and working closely with our NYC and Melville, NY offices. In this role, she oversees incoming client requests, maintains financial records, and handles daily account functions alongside the broader family office accounting team.
Rina brings two decades of experience in accounting, client service, and management, most recently serving as an accounting services manager at CohnReznick LLP. She holds a bachelor’s degree in accounting and is a Certified Public Accountant.
Passionate about giving back, Rina is a volunteer for Project Linus, knitting and crocheting blankets for children who are sick or in need, and has served as the South Florida chapter coordinator since 2023.
Previous Experience
- Accounting Services Manager at CohnReznick LLP
- Assistant Controller at Levenger Company
- Accounting Manager at U.S. Institute of Regenerative Medicine LLC
- Financial/Client Services Analyst at Saxena White PA
- Accounting Manager at Sklar Furnishings
- Senior Accountant at Randstad USA
- Accountant at International Materials, Inc.
Education & Credentials
- BS, Iona College, Accounting
- Certified Public Accountant
*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.
