Uliana joined the firm in 2018 and serves as an Advisor in our New York and Westport offices. She works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and tax planning into a comprehensive strategy.
- Planning Specialist at Coastal Bridge Advisors
- Portfolio Analyst at Coastal Bridge Advisors
- Client Service Associate at Coastal Bridge Advisors
Education & Credentials
- BS, University of Connecticut – Stamford, Business, Financial Management
- Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*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.