Stephane de Brechard
Advisor Associate
As an Advisor Associate in Wealthspire’s New York City office, Stephane works closely with clients and advisors throughout the financial planning process, supporting the development of financial plans and investment strategies and serving as an additional point of contact for clients. He joined Wealthspire full time after completing the firm’s wealth management internship program in 2023. Stephane began building his financial services experience while in college through internships with Wealthspire and Sellside Group, where he worked in business development consulting. At Wealthspire, he continues to deepen his knowledge of financial planning and investing while helping advisors translate client goals into actionable strategies. Stephane earned a Bachelor of Science in Finance with a minor in Economics from Wake Forest University and holds the Series 65 license.
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.
