Virgil Wallace
Associate, Resource Specialist
As a Senior Client Service Associate in Wealthspire’s New York office, Virgil supports clients and their advisors with everything from account openings, asset transfers, distributions, and retirement rollovers. With more than 20 years of financial services experience, he brings considerable operational knowledge to each relationship and is particularly attentive to requests where timing, accuracy, and discretion are critical. Virgil began his career at T. Rowe Price as a Retirement Plan Coordinator before joining Morgan Stanley, where he worked as a Senior Associate supporting nontraditional investments and later the ACATs department. He joined Wealthspire in 2022, bringing deep experience in retirement accounts, alternative investments, and the complexities involved in transferring assets between financial institutions. Virgil earned a Bachelor of Arts from Loyola University Maryland. He is known for his responsiveness, clear communication, and commitment to building trusted, long-term client relationships.
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.
