Brandy joined Wealthcare in May 2004. She has worked in numerous functions during her tenure including consulting with major institutional clients of the firm on technical aspects of the Wealthcare process, relationship management with corporate retirement plans and ERISA third party administrators, model portfolio design and research for college and university retirement plans, researching and designing trading systems and processes, performance measurement for client accounts, designing individual Wealthcare plans, as well as accounting, tax analysis and trade approvals. Most recently, she managed the Portfolio Trading & Operations group. Ms. Weiberg is currently Director of RIA Solutions, Advisor Services & Compliance Support. The responsibilities for her role include managing Advisor Onboarding and contributing to the development and enhancement of the firm’s proprietary Trading, Rebalancing and Compliance Monitoring System. She is also responsible for managing the launch of any new TAMP relationships.
Brandy earned a degree in Business Administration from the University of Mary Washington.