Client Service | Research | Onboarding
Spiro joined the team in March 2023 as a client service, research and onboarding associate. This year he will be obtaining a degree in Finance from the City University of New York (Baruch College). He comes from a diversified business background most recently as an insurance and tax exemption assessor for a major construction equipment company.
Spiro will be responsible for new client onboarding and accounts, triaging client service inquiries, assisting clients with the online experience, and compiling investment research.
Spiro enjoys building relationships with clients and ensuring their satisfaction, which makes him a great fit for our team. In his free time he enjoys cars, skiing and watching basketball.