Wealthspire Advisors LLC, an NFP company and independent investment advisor headquartered in New York City, has appointed Jandy Rowe as head of Client Service, the company said.
In her new role with the company, Rowe will oversee the ongoing design and execution of the overall client service experience, a key growth component of the Wealthspire’s strategy to grow its clientele, according to Eric Sontag, president and chief operating officer.
“Delivering on excepti[onal client service is at the core of what we do an a primary driver of our success and growth,” he said in a prepared statement. “Jandy is a proven leader in this field with extensive experience building and operating client service teams. We look forward to the energy, enthusiasm and ideas that she will bring to elevate and enhance the client and advisor experience.”
A graduate of the University of Massachusetts, Rowe got her start in the industry two decades ago when she joined Wipfli Financial Advisors in 2001 as principal, director of client service, eventually climbing the corporate ladder to the position of principal, chief operations officer. Following Creative Planning’s acquisition of Wipfli in 2022, she served as director of integration at the newly-merged company before joining Wealthspire in 2023.
“Wealthspire Advisors and its people are profoundly committed to their clients,” Rowe said in a news release announcing her appointment. “This role enavles me to leverage my passion for creating a world-class client experience. I look forward to working closely with Inessa Mischenko and the entire client service team at Wealthspire.”
In May 2019, Sontag Advisory acquired Bronfman Rothschild and renamed the newly-merged company Wealthspire Advisors, which currently oversees approximately $16.7 billion of assets under management (AUM) across a platform of 19 offices in 10 states nationwide. Wealthspire Advisors is a registered investment advisor and subsidiary company of NFP Corp., also headquartered in New York City.