Sherya Canakapalli
Managing Director
Shreya serves institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. She is a member of the firm's Investment Committee which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. She is also a member of the Endowments and Foundations Business Council and Research Forum. Prior to joining the firm in 2012, Shreya was a Knowledge Investment Analyst at The Northern Trust Corporation. She received a BS in Finance and Economic Consulting from Indiana University in Bloomington. Shreya is a CFA® charterholder and member of the CFA Society of Miami.
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.
