Canopy Wealth Management Employee Directory
Canopy Wealth Management corporate office is located in 8215 Greenway Blvd Ste 540, Middleton, Wisconsin, 53562, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
5
Operations
4
Sales
1
C-Suite
1
Marketing
1
Key Employees of Canopy Wealth Management
- MB
Canopy Wealth Management Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Canopy Wealth Management
- Associate Wealth Advisor
- United States , Wisconsin , Middleton
- Director, Operations
- United States , Wisconsin , Middleton
- Director, Operations
- United States , Wisconsin , Middleton
- Wealth Advisor
- United States , Wisconsin , Middleton
- Wealth Management Advisor
- United States , Wisconsin , Middleton
- Manager, Communications
- United States , Wisconsin , Middleton
- Director, Client Services
- United States , Wisconsin , Middleton
- Chief Operating Officer
- United States , Wisconsin , Middleton
- Wealth Advisor
- United States , Wisconsin , Middleton
- Administrative Assistant
- United States , Wisconsin , Middleton
- Wealth Advisor
- United States , Wisconsin , Middleton
- Wealth Advisor
- United States , Wisconsin , Middleton
Former Employees at Canopy Wealth Management
Explore people who held key positions, contributed to Canopy Wealth Management's success, and advanced their careers.
Partner at Cerity Partners
Worked as Founder & Wealth Advisor
at Canopy Wealth Management (2021-2025)
Senior Principal at Cerity Partners
Worked as Investment Chief & Research, Arizona Officer
at Canopy Wealth Management (2022-2025)
Senior Vice President,... at Farther
Worked as Partner and Wealth Advisor
at Canopy Wealth Management (2023-2025)
Senior Wealth Advisor at Palatine Hill
Worked as Partner and Wealth Advisor
at Canopy Wealth Management (2018-2022)
Senior Operations Asso... at Azimuth Capital Manage...
Worked as Financial Planning Associate
at Canopy Wealth Management (2018-2022)
Explore More
People from Similar Companies in the Finance Industry Located in Wisconsin, United States
Frequently Asked Questions Regarding Canopy Wealth Management Employees
Canopy Wealth Management offers personalized, independent wealth and asset management services tailored for individuals and families. They focus on empowering clients, including professionals, business owners, multi-generational families, and dedicated savers, by providing comprehensive financial strategies and disciplined investment management. Wi... Read More
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