Brandy Weiberg is the Managing Director/Head of Operations for Wealthcare Capital Management. She oversees the Trading, Planning and Operations teams and is lead for the Onboarding team responsible for the implementation and oversight of the firm’s Advisor and TAMP onboarding process.
In her 15+ years with Wealthcare, she has worked in numerous roles 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 Ms. Weiberg held the position of Chief Compliance Officer.
Brandy earned a degree in Business Administration from the University of Mary Washington.