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Jocelyn Maldonado Email & Phone Number
Investment Operations, Director
at
Wellspring Family Office
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Operations, Director
Location
Cleveland, Ohio, United States
Company size
Who is Jocelyn Maldonado? Overview
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Quick answer
Jocelyn Maldonado is listed as Investment Operations, Director at Wellspring Family Office, a company with 35 employees, based in Cleveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Jocelyn Maldonado.
Jocelyn Maldonado previously worked as Manager of Operations at Fairport Wealth and Senior Operations Analyst at Fairport Wealth. Jocelyn Maldonado holds Bachelor Of Arts - Ba, Psychology from Cleveland State University.
Company email context
Email format at Wellspring Family Office
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Wellspring Family Office
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Profile bio
About Jocelyn Maldonado
Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.With roots dating back to 1963, Fairport Wealth is a registered investment advisor that provides comprehensive wealth management solutions to high net worth individuals and families. Our team of credentialed professionals, including CPAs, CFAs, and CFPs, have extensive experience in guiding corporate executives, business owners and widows. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes, or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at www.fairportwealth.com.
Current workplace
Jocelyn Maldonado's current company
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Wellspring Family Office
6 roles
Jocelyn Maldonado work experience
A career timeline built from the work history available for this profile.
Manager Of Operations
Current
Jan 2024 - Present
Senior Operations Analyst
With roots dating back to 1963, Fairport Wealth is a registered investment advisor that provides comprehensive wealth management solutions to high net worth individuals and families. Our team of credentialed professionals, including CPAs, CFAs, and CFPs, have extensive experience in guiding corporate executives, business owners and widows. We help our.
Dec 2021 - Jan 2024
Senior Operations Analyst
Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. I help women of wealth achieve their financial objectives, with the understanding that women are unique, deserve.
Dec 2021 - Jan 2024
Billing - Sr. Operations Analyst
Sep 2018 - Oct 2021
Sr. Operations Analyst
Nov 2014 - Sep 2018
Team & coworkers
Colleagues at Wellspring Family Office
Other employees you can reach at fairportwealth.com. View company contacts for 35 employees →
PD
Peter Devito
Colleague at Wellspring Family OfficeCleveland, Ohio, United States, United States
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GR
Gwen Rosenthal-Martin
Colleague at Wellspring Family OfficeGreater Cleveland, United States
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MD
Mike Drennen
Colleague at Wellspring Family OfficeWrentham, Massachusetts, United States, United States
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GS
Gail Smoy
Colleague at Wellspring Family OfficeBuffalo Grove, Illinois, United States, United States
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ET
Eric Teodoro
Colleague at Wellspring Family OfficeGreater Philadelphia, United States
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CH
Calla Hoyt Cornett Cfp®
Colleague at Wellspring Family OfficeGreater Cleveland, United States
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RD
Ryan Dobroka, Cfp®, Cpwa®, Cima®
Colleague at Wellspring Family OfficeAvon, Ohio, United States, United States
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PG
Patricia Gonzalez
Colleague at Wellspring Family OfficeBuffalo Grove, Illinois, United States, United States
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NL
Noemi Lopez
Colleague at Wellspring Family OfficeCleveland, Ohio, United States, United States
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DH
Dana Hastings, Cfp®, Chfc®, Mba, Ms, Ricp®, Cepa®
Colleague at Wellspring Family OfficeCleveland, Ohio, United States, United States
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Peter Devito
Colleague at Wellspring Family OfficeCleveland, Ohio, United States, United States
View →
GR
Gwen Rosenthal-Martin
Colleague at Wellspring Family OfficeGreater Cleveland, United States
View →
MD
Mike Drennen
Colleague at Wellspring Family OfficeWrentham, Massachusetts, United States, United States
View →
GS
Gail Smoy
Colleague at Wellspring Family OfficeBuffalo Grove, Illinois, United States, United States
View →
ET
Eric Teodoro
Colleague at Wellspring Family OfficeGreater Philadelphia, United States
View →
CH
Calla Hoyt Cornett Cfp®
Colleague at Wellspring Family OfficeGreater Cleveland, United States
View →
RD
Ryan Dobroka, Cfp®, Cpwa®, Cima®
Colleague at Wellspring Family OfficeAvon, Ohio, United States, United States
View →
PG
Patricia Gonzalez
Colleague at Wellspring Family OfficeBuffalo Grove, Illinois, United States, United States
View →
NL
Noemi Lopez
Colleague at Wellspring Family OfficeCleveland, Ohio, United States, United States
View →
DH
Dana Hastings, Cfp®, Chfc®, Mba, Ms, Ricp®, Cepa®
Colleague at Wellspring Family OfficeCleveland, Ohio, United States, United States
View →
1 education record
Jocelyn Maldonado education
FAQ
Frequently asked questions about Jocelyn Maldonado
Quick answers generated from the profile data available on this page.
What company does Jocelyn Maldonado work for?
Jocelyn Maldonado works for Wellspring Family Office.
What is Jocelyn Maldonado's role at Wellspring Family Office?
Jocelyn Maldonado is listed as Investment Operations, Director at Wellspring Family Office.
Where is Jocelyn Maldonado based?
Jocelyn Maldonado is based in Cleveland, Ohio, United States while working with Wellspring Family Office.
What companies has Jocelyn Maldonado worked for?
Jocelyn Maldonado has worked for Wellspring Family Office, Fairport Wealth, Luma Wealth Advisors, Stratos Wealth Partners, and Pnc.
Who are Jocelyn Maldonado's colleagues at Wellspring Family Office?
Jocelyn Maldonado's colleagues at Wellspring Family Office include Peter Devito, Gwen Rosenthal-Martin, Mike Drennen, Gail Smoy, and Eric Teodoro.
How can I contact Jocelyn Maldonado?
You can use AeroLeads to view verified contact signals for Jocelyn Maldonado at Wellspring Family Office, including work email, phone, and LinkedIn data when available.
What schools did Jocelyn Maldonado attend?
Jocelyn Maldonado holds Bachelor Of Arts - Ba, Psychology from Cleveland State University.
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