Marcie Bomberg-Montoya, principal at Wipfli LLP, has more than 25 years of financial services experience. She has demonstrated leadership in strategy and innovation and has also had a significant role in establishing Wipfli’s presence in the world of crypto and blockchain, said Ken Kortas, principal at Wipfli.
“Marcie is one of the most strategic and innovative thinkers I have worked with,” said Jeff Wulf, principal at Wipfli. “She is one of the first people I reach out to for assistance and input. Her ability to think holistically sets her apart from others. She does all of this with a humble and very engaging demeanor.”
“Marcie leads first with empathy and humility,” Kortas said. “This is her third and final career change from leadership in financial services, then assisting fintech startups, and now consulting with a focus on future forward strategies. She believes in paying her good fortune forward and is always focused on the big picture while never losing the human element.”
