Laura Barry, CFP®, CeFT® serves as Managing Director of Wealth Management and Planning at Wealthspire Advisors since March 2022. Barry is also Treasurer on the Board of Directors for Northcott Neighborhood House, contributing to community engagement and support for youth and families. Previous experience includes roles as Principal and Director at Bronfman Rothschild, where expertise in investment strategies and personal financial goal implementation was demonstrated. Barry's background also includes significant positions with the Wisconsin United Methodist Foundation, SecureFutures, Baker Tilly Virchow Krause, LLC, Heartland Advisors, Inc., and Allstate Insurance, showcasing a diverse history in financial analysis and advisory services. Educational credentials comprise a BS in Finance and Business Administration from Illinois State University, alongside financial planning certifications from the College for Financial Planning and Financial Transitionist Institute.
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