Emily Platt, CFP®

Assistant Vice President, Investments at Wealthspire Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Washington, District of Columbia, United States, US
Skills

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Bio

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Credentials

  • Certificate in ESG Investing
    CFA Institute
    Mar, 2022
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Jun, 2019
    - Nov, 2024

Experience

  • Wealthspire Advisors
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Assistant Vice President, Investments
      • Mar 2023 - Present

    • Senior Associate, Investments
      • Feb 2021 - Mar 2023

    • Associate, Investments
      • Sep 2018 - Feb 2021

    • Client Associate, Wealth Advisory
      • Jul 2017 - Sep 2018

      Formally known as Bronfman Rothschild until 2019

  • Stanford University
    • United States
    • Higher Education
    • 700 & Above Employee
    • University Innovation Fellow
      • Feb 2015 - Dec 2017

      A fellowship through Stanford University's Epicenter and VentureWell to enhance the technology innovation landscape of a fellow's home university. Trained in design thinking at Stanford University's d.School. A fellowship through Stanford University's Epicenter and VentureWell to enhance the technology innovation landscape of a fellow's home university. Trained in design thinking at Stanford University's d.School.

  • Madison Investment Fund
    • Harrisonburg, VA
    • Vice President & Portfolio Manager
      • Oct 2013 - Jun 2017

      Served as Vice President and Portfolio Manager of the Technology Sector for James Madison's student led investment fund with a fiduciary responsibility to the schools endowment. Served as Vice President and Portfolio Manager of the Technology Sector for James Madison's student led investment fund with a fiduciary responsibility to the schools endowment.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst, Technology, Media & Telecom Investment Banking
      • Jun 2016 - Aug 2016

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst, Energy & Power Investment Banking and Municipal Bond Sales and Trading
      • May 2015 - Aug 2015

  • Paige Salvador Consulting
    • Web Design and Brand Building Consultant
      • Jun 2014 - Aug 2014

Education

  • Georgetown University School of Continuing Studies
    Certificate in Financial Planning, Financial Planning and Services
    2018 - 2018
  • James Madison University
    Bachelor of Business Administration (B.B.A.), Finance
  • Lenape High School

Community

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