Terrence Labant Location
Franklin, TN, US
Terrence Labant Work
- 2025 - now President and CEO @ Wealthspire Trust
- 2022 - 2024 Chief Wealth Planning Officer – Family Office Services and Private Family Services @ Oxford Financial Group, Ltd.
- 2022 - 2024 Chief Executive Officer – The Trust Company of Oxford @ Oxford Financial Group, Ltd.
- 2018 - 2022 Senior Vice President, Director of Wealth Strategy – Family Office Services @ Curi Capital
- 2018 - 2022 Senior Vice President, Director of RMB Private Trust @ Curi Capital
- 2018 - 2022 Senior Vice President, Director of RMB Private Trust PT 2 @ Curi Capital
- 2011 - 2018 Vice President – Director of Wealth Strategy @ Calamos Wealth Management
- 2011 - 2018 Vice President – Director of Calamos Private Trust @ Calamos Wealth Management
- 2008 - 2011 Director – Tax and Wealth Strategy @ Ostrow Reisin Berk & Abrams, Ltd.
- 2005 - 2008 Partner @ Fuchs & Roselli, Ltd.
Terrence Labant Education
- Northwestern University Pritzker School of Law
Juris Doctor (JD), Journal of Criminal Law and Criminology
Terrence Labant Skills
- Estate Planning
- Tax
- Tax-planning
- Charitable Gift Planning
- Estate Preservation
- Estate Administration
- Trusts
- Estate Law
- Wealth
- Management
Terrence Labant Summary
Terrence Labant, based in Franklin, TN, US, is currently a President and CEO at Wealthspire Trust. Terrence Labant brings experience from previous roles at Oxford Financial Group, Ltd. and RMB Capital. Terrence Labant holds a Juris Doctor (JD), Journal of Criminal Law and Criminology @ Northwestern University Pritzker School of Law. With a robust skill set that includes Estate Planning, Tax, Tax-planning, Charitable Gift Planning, Estate Preservation and more. Terrence Labant has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Wealthspire Trust Employees
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Jennifer Mielnicki
Client Experience Director, Compliance Officer at Wealthspire Trust
Michigan, United States1 -
Kathleen Paradis
Senior Trust Advisor at Wealthspire Trust
Nashville, TN, US14 -
Ania Wojtkowski
Trust Associate at Wealthspire Trust
Nashville, TN, US12
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