Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership

Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the US, she moved to the States, got a crash course in the language from daytime talk shows, and ultimately graduated with a full time job lined up right before 9/11. Suddenly her path changed – as it did for so many – and she found herself as a receptionist in a financial firm learning the industry. She transitioned to client services then decided to pursue a career as a financial advisor. Now decades later, having become one of the country’s top advisors (recently recognized by Forbes in 2023 as a Best in State Female Advisor) she stepped into her new role – as the Head of Advisor Success at Wealthspire Advisors. Here is Michele’s story.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

About The Investment Team

Our dedicated investment team provides steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.

View all posts by

Related Posts

Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership

Financial Advisor, Donna Levy, is a powerhouse. With over 3+ decades serving clients,  specializing in creating comprehensive financial and investment ...

From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.

After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” ...

Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership

Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the ...