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Hedy T. Demsey
Director
216.367.0680 x1112
hdemsey@wellspringadvisorsllc.com
Hedy joined Wellspring in January 2009, bringing 25 years of experience managing the affairs of complex high net worth individuals and their families. Her area of expertise is in family office services where she is instrumental in developing and implementing wealth-enhancing strategies personalized to each family member’s circumstances. Areas of concentration include investment, tax, business succession, insurance, charitable, gift and estate planning. Hedy believes it is important to understand the personal goals, objectives and unique qualities of her clients. She uses this understanding to recommend and implement comprehensive strategies that help them achieve their desires.
Outside of the office, Hedy enjoys playing tennis, scuba diving and socializing with friends and family.
Professional Experience
Director, Wellspring Financial Advisors, LLC (current)
Senior Managing Director, Paragon Advisors, Inc. (1997-2008)
Vice President, Falmouth Investment Company (1997 -2008)
Senior Associate, Sterling Ltd. (1985-1997)
Staff, Merrill Lynch & Co. (1983-1984)
Education
John Carroll University, University Hts., Ohio (BSBA, Finance, 1982)