August 26, 2022
Wellspring Employee News
Promotions - Mac McLaughlin & Halle Chelko
We are thrilled to announce the promotions of
Mac McLaughlin to Senior Wealth Advisor, Director
Halle Chelko to Wealth Specialist, Senior Associate
effective August 1st.
During their tenure at Wellspring, Mac and Halle have demonstrated their commitment to professional growth and dedication to providing excellent client service. Their promotions recognize the contributions they have made to Wellspring over the past several years.
Mac joined Wellspring in 2017 as an Associate and now serves as a Senior Wealth Advisor. He is responsible for providing financial, estate, tax, and investment planning for ultra-high-net-worth clients and families in addition to overseeing his client service team.
Halle joined Wellspring in 2018, bringing several years of industry experience to the firm. In her role as a Wealth Specialist, she assists in creating comprehensive financial plans, including tax preparation, estate planning, and investment reporting, for high-net-worth individuals and families.
Congratulations Mac and Halle on your well-deserved promotions! We are excited to see you thrive in your new roles.
Recent Hires - Liz Robinson & Laura Sears
We are pleased to announce the hiring of
Liz Robinson as an Investment Analyst, Associate
Laura Sears as a Client Service Specialist, Associate
Liz joins Wellspring as an Investment Analyst, Associate supporting the investment team with various tasks including research and in-depth analysis. She is a graduate of The Ohio State University, earning her Bachelor of Science in Actuarial Science & Financial Risk Management.
Laura joins Wellspring as a Client Service Specialist, Associate. In her new role, she is responsible for providing administrative support with a focus on client bill payment. Laura joins Wellspring from Gries Financial Partners, where she served as a Family Office Administrator & Trader.
Welcome to the Wellspring Family, Liz and Laura!
New Role - Marketing Manager
Colleen Gregorich has transitioned to Marketing Manager, Senior Associate
to support Wellspring's marketing and communications efforts. She is responsible for the vision, strategy and execution of Wellspring's marketing initiatives, including brand, design, thought leadership, PR & communications, events, and social media.