Gail Harris's Location
New York, NY, US
Gail Harris's Work
- Senior Vice President @ Wealthspire Advisors
- Director, Advisor @ Sontag Advisory
- Senior Vice President, Wealth Advisor @ Key Private Bank
- Senior Vice President, Private Client Manager @ U.S. Trust, Bank of America Private Wealth Management
- Vice President of Client Services @ A Single Family Office
- Advisor, Private Investor Department @ William Blair
- Senior Financial Advisor @ Merrill Lynch
- Vice President, Commercial Lending @ BayBank
- Commissioned Officer @ US Navy
Gail Harris's Education
- Wharton School, University of Pennsylvania
CIMA (IMCA Certified Investment Management Analyst Program)
- Oregon State University
BS (Business Administration, Cum Laude)
Gail Harris's Skills
- Wealth Management
- Investments
- Wealth
- Finance
- Asset Management
- Financial Planning
- Financial Advisory
- Alternative Investments
- Strategic Financial Planning
- Asset Allocation
Gail Harris's Summary
Gail Harris, based in New York, NY, US, is currently a Senior Vice President at Wealthspire Advisors, bringing experience from previous roles at Sontag Advisory, LLC, Key Private Bank, U.S. Trust, Bank of America Private Wealth Management and A Single Family Office. Gail Harris holds a CIMA in IMCA Certified Investment Management Analyst Program @ Wharton School, University of Pennsylvania. With a robust skill set that includes Wealth Management, Investments, Wealth, Finance, Asset Management and more, Gail Harris contributes valuable insights to the industry. Gail Harris has 2 emails and 1 mobile phone number on RocketReach.
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David Kranz
CEO I Senior Investment Advisor I Certified Financial Planner ™ at Reshape Wealth
Jersey City, New Jersey, United States45+ -
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