Gianna Viele joins the firm from the recently completed asset purchase agreement with Wagner Wealth Management. She is responsible for client relationship management and is a member of the firm’s investment committee.
Previously, Gianna was a Client Service Associate for Crestwood Advisors LLC in Boston where she was responsible for client onboarding and account maintenance.
Gianna holds a Bachelors of Business Administration from St. Bonaventure University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Originally from western New York, Gianna enjoys live music, snowboarding, camping, and hiking. She currently volunteers at the Denver Dumb Friends League as a Running Buddy helping to exercise high energy dogs at the shelter.