We are happy to announce the hiring of Colleen Gregorich as Operating & Marketing Associate and Jake Mays as an Associate.
Operations & Marketing Associate
In her new role, Colleen is responsible for supporting operations activities as well as managing all marketing and communications tasks for the firm. She brings over 10 years of industry experience to the team.
Colleen joins Wellspring from MAI Capital Management, where she served as Director and Communications Manager. At MAI, she developed and executed communications strategies and assisted with various marketing projects.
She earned her Bachelor of Science in Business Administration with a concentration in Marketing from the University of Dayton.
Colleen is active in her community, serving as a Board Member for the Connor B. Judge Foundation in addition to supporting several other local charities.
Jake joins Wellspring to support the client teams with the preparation of various financial and investment reports and assist with tax planning as the firm continues to grow.
In 2019, he served as a Financial Advisor Intern for Edward Jones where he was responsible for assisting the lead advisor with client activities including meeting preparation and database management.
Jake is a graduate of Edinboro University, earning his Bachelor of Science in Business Administration with a concentration in Personal Financial Planning. He is eligible to sit for the CFP® exam, which he plans to begin preparing for this fall.