WealthBridge Partners John W. Davis A co-founder of WealthBridge, John has over 20 years of experience advising and supporting the…ekordakisApril 24, 2019
WealthBridge Partners Patrick Floreani Patrick is a co-founder of WealthBridge and has been involved in the financial services industry…ekordakisApril 24, 2019
WealthBridge Partners Robert W. Savin A co-founder of WealthBridge, Robert specializes in providing investment management, financial planning...ekordakisApril 24, 2019
Team Members Jeremy Ash Jeremy brings over twelve years of fixed income portfolio management experience to the team. His…ekordakisApril 23, 2019
Team Members Brenda L. Nugent Brenda is responsible for client relationship management and in her role as Team Lead, Planning…ekordakisApril 6, 2019
Team Members Iris Hau As Team Lead, Taxation Iris works closely with clients optimizing their overall tax position through…ekordakisApril 5, 2019
Team Members Katariina Tamminen Katariina is in charge of the “back and mid office” of WealthBridge Investment Counsel Inc.ekordakisApril 4, 2019