Partners
1- Michael Novakcontact ✓Founder & Chief Executive Officer
Investment team
1- Richard Joseph Turgeoncontact ✓Chief Investment Officer & Senior Managing Director
Board & advisors
4- Bill Ambrogiocontact ✓Managing Director & Senior Wealth Advisor
- Jenna Statoncontact ✓Managing Director & Senior Wealth Advisor
- Katie Madzsarcontact ✓Managing Director & Senior Wealth Advisor
- Mac Mclaughlincontact ✓Managing Director & Senior Wealth Advisor
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Pitching Wellspring Financial Advisors? 6 of these people have a direct contact on file.
The names are public. The direct lines are the product — Plus members reveal 10 a month, Pro members 200, with target lists and exports from the firms that backed companies like theirs.