Emily Herrup
Vice President & Client Advisor
Emily is a Vice President and Client Advisor with Seven Mile Advisory. Previously, she was a Senior Advisor Associate at Wealthspire Advisors in New York, assisting with the day-to-day management of client relationships including the financial planning process. Her clients included ultra-high net worth families and family offices.
Prior to joining Wealthspire, Emily worked at Fidelity Investments as a Relationship Manager and Financial Representative.
Emily received her bachelor’s degree in business administration with a dual concentration in finance and marketing from Loyola University Maryland’s Sellinger School of Business. She holds the CERTIFIED FINANCIAL PLANNER™ certification.
Recent Comments