Wyatt serves as an advisor associate on our New York City team, joining full time after completing the firm’s internship program in the summer of 2022. In this role, he supports advisors by assisting with all aspects of the financial planning process, helping to build investment strategies, and managing client relationships.
A recent graduate of Binghamton University, Wyatt earned a degree in Business Administration with concentrations in Finance and Management Information Systems. While in school, he worked as a manager for Campus Recreation and competed as a finalist in various business competitions.
Wyatt now resides in Patchogue, NY and enjoys spending time with his family on Long Island, playing golf, and surfing in his spare time.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
Education & Credentials
- BS, Binghamton University – State University of New York School of Management, Business Administration, concentrations in Finance & Management Information Systems
- Series 65 license
*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.
