New York Office
Our New York Team
Devanshu Amin, CFP®
Senior Advisor Associate
Maddy Bowles, CFP®
Vice President
Kevin Brady, CFP®
Senior Vice President
Steven Broadhead
Vice President, Client Service Manager
Brendan Burke
Client Service Associate
John Burns, JD, CFP®
Assistant Vice President
Besa Capri
Senior Client Service Associate
Stephanie Carmel, CFP®, CDFA®, MBA
Vice President
Erin Chausse
Client Service Associate
Melby Chow
Client Service Associate
Justin Cone, CFA®
Vice President
Stephane de Brechard
Advisor Associate
Michael Delgass, JD
Managing Director, Region Leader
Eric Dostal, JD, CFP®
Managing Director
Emi Duarte
Client Service Associate
David Edwards, MBA
Managing Director
Craig Fasano, JD
Managing Director
Samuel Fishelberg, CFP®
Senior Vice President
Dylan Fox
Client Service Associate
Spencer Friedman, CFP®, CRPC®
Advisor Associate
Anora Gaudiano, CFP®
Vice President
Zachary Gering, CFP®
Managing Director
Angela Giombetti
Chief Marketing Officer
Holly Happ
Client Service Associate
Pahola Jara
Senior Associate, Onboarding Specialist
Evan Kassimir, ASPPA, CFP®
Senior Vice President
Randy Kaufman
Senior Vice President
Thomas J. Kavanagh, CFP®, CPWA®
Senior Vice President
Maeve Killackey
Client Service Associate
Sasha Knapp
Senior Client Service Associate
Sonia Kraus, FPQP®
Assistant Vice President
Mike LaMena, AIF®
Chief Executive Officer
Donna Levy
Managing Director
Sara Lubanski
Advisor Associate
Andrew Macaleer, CFA®
Senior Vice President
Frank P. Marzano, CFP®, CPA
Managing Director, Head of Wealthspire Sports and Entertainment (WSE)
Dominick Matteo, CFP®
Assistant Vice President
Brian Sean McAuliffe
Managing Director
Pietro Messina, CFP®
Vice President
Alexander Milley
Advisor Associate
Lynette Monegro
Senior Client Service Associate
Ebony Montesino
Senior Client Service Associate
Veronica Moo
Executive Vice President, General Counsel
Matthew Moser, CFP®
Assistant Vice President
Marilyn Napoli, CFP®
Senior Vice President
Carl Nelson
President
Matthew Oliveira
Advisor Associate
Sarah Pascucci
Client Service Associate
Brent Perkel
Executive Vice President, Head of Corporate Development
Aviva Pinto, CDFA®, CDS®
Managing Director
Gregory Reynholds
Managing Director, Head of Intermediary Business
Nate Richardson, CFP®
Assistant Vice President
Casey Riviezzo, CFP®
Assistant Vice President
Pooja Roka
Client Service Associate
Ally Rosenbaum
Advisor Associate
Stacey Rosenson, CFP®
Senior Vice President
John Schachtel
Advisor Associate
Karenna Schneider
Client Service Associate
Joseph Scime, CFA®, CFP®
Managing Director
Vicky Shi
Assistant Vice President, Client Service
Joshua Shoshan, CFP®, APMA™, CEPA®
Senior Vice President
Nataly Sogoloff
Chief People Officer
Eric Sontag, CFA®
President, Private Client
Howard Sontag
Managing Director
Benjamin Sullivan, CFP®
Assistant Vice President
Richard Van Benschoten, CFP®
Executive Vice President, Business Development
Virgil Wallace
Associate, Resource Specialist
Travis Walters
Vice President, Client Service Manager
Andrew Weissman, JD, CFP®
Senior Vice President
Michael Zeitler, CFA®
Assistant Vice President