Adeola is a Client Service Associate based in the Fulton,...
Craig serves as a member of the Investment Team and...
Devanshu serves as an advisor associate in our New York...
Marc joined the Wealthspire team through the acquisition of Private...
Julie Back is a Senior Vice President and Financial Advisor...
Kwame is a Data Operations Associate based in San Rafael,...
Alberto is a member of the Investment Team and is...
Abby serves as a Vice President on the Finance team,...
Laura joined the firm in 2004 as an experienced advisor...
Camila is an advisor associate based in our New York...
Jonathan “Yoni” Berhane is a Financial Advisor who works with...
Bill Bockwoldt is a Senior Vice President and Advisor in...
Maddy serves as an Assistant Vice President and advisor in...
Petra Braaksma is a Senior Client Service Specialist based in...
As a Financial Advisor in our New York Office, Kevin...
Steve’s mission is to serve clients as their key thought...