Ruby Delgado
Senior Family Office AccountantRuby is a Senior Family Office Accountant based in our Melville, NY office and working closely with our NYC and Boca Raton, FL offices. In this role, she manages client requests, maintains financial records, and handles daily account functions alongside the broader family office accounting team.
Ruby brings almost a decade of accounting experience, most recently working as a senior accountant for CBIZ Advisors after several years as a junior accountant for Ken Higgins CPA. She holds a bachelor’s degree in business administration with a minor in accounting from Stony Brook University.
Previous Experience
- Senior Accountant at CBIZ Advisors LLC
- Junior Accountant at Ken Higgins CPA PC
- Executive Assistant at Vivint Solar
Education & Credentials
- BS, Stony Brook University, Business Administration, minor in accounting
*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.
