Virgil Wallace

Associate, Client Operations

Virgil serves as a Client Operations Associate based in our Fulton, MD office. In this role, he functions as part of the larger Client Operations team by supporting advisors in our New York office.

He brings over 10 years of industry experience in account transfer services and non-traditional investment roles, most recently serving as an operations associate at Morgan Stanley.

A former Division I basketball player, Virgil now resides in Laurel, MD with his wife and daughters, and enjoys going to the theater, traveling, and watching New York sports teams in his spare time.

Previous Experience

  • Operations Associate – Wealth Management at Morgan Stanley
  • Account Transfer Services – Wealth Management at Morgan Stanley
  • Retirement Plan Coordinator at T. Rowe Price

Education & Credentials

  • BA, Loyola College, Communications/Marketing

*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.