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Gavin Spitzner
President, Wealth Consulting Partners, LLC
Gavin Spitzner is a seasoned professional in the wealth management industry, specializing in revenue growth strategies, client engagement, and technology integration.
He is the President at Wealth Consulting Partners, LLC, with a rich background that includes advisory roles at various organizations such as Bento Engine and Lumiant.
With extensive experience in M&A, fintech, and organizational change, Gavin provides strategic counsel to advice businesses, wealth techs, and private equity firms.
He is well-versed in areas like digital advice, investment technology, sales strategy, and client journey mapping, driving better engagement and advice delivery within the financial services sector.
Gavin's educational background includes a Bachelor of Arts in Behavioral Science from The Ohio State University, complementing his decades of experience at the crossroads of strategy and implementation in wealth management.
