Emily joined the firm as a client associate in 2017 after graduating from James Madison University with a degree in Finance. In November 2018, Emily transitioned to an internal investment role, supporting the firm’s Chief Investment Officer. As a member of this team, Emily is focusing on asset allocation, manager research, and due diligence. While at JMU, Emily served as a member of the Madison Investment Fund, helping to manage a long-only equity portfolio within the University’s endowment. She spent two summers as an investment banking analyst with Wells Fargo Securities, contributing industry research and modeling pro forma financials for mergers and acquisitions.
Emily Platt
Assistant Vice President, Investments and Vice President, Advisor Success
Wealthspire Advisors
United States, District of Columbia, Washington
About Me
Profile Information
Assistant Vice President, Investments and Vice President, Advisor Success
Wealthspire Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Washington
District of Columbia
United States
Jan 11, 2025
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