New York Wealth Management

The iconic Charging Bull statue is not surrounded by the usual crowd because the city is deserted during the state of emergency triggered by the COVID-19 pandemic.

New York, New York

Headquarters:

521 5th Avenue, 15th Floor
New York, NY 10175

(800) 994-3766

Please note: entrance mid-block on 43rd Street.

Comprehensive Wealth Services in the City that Never Sleeps  

In the heart of New York City, our office is a cornerstone for those who have shaped their path. Specializing in serving financial and legal professionals, business owners, and multi-generational clients, we provide comprehensive wealth management and financial planning services tailored to the complexities of your achievements and aid in fulfilling your financial planning aspirations for you and your family. No matter your journey to success, we are your trusted advisor and confidant, ready to align your financial plan with your legacy.

Schedule a free consultation at your preferred time.

Schedule today

We offer a complimentary call to learn more about your goals and answer any questions you have about our services.

Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

Our Services Include:

  • Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
  • Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
  • Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
  • Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
  • Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family

GET IN TOUCH TODAY

Our New York Team

Craig Amico, CFA®, CIPM®

Vice President, Investments

Craig serves as a member of the Investment Team and...

Devanshu Amin

Advisor Associate

Devanshu serves as an advisor associate in our New York...

Alberto Barajas

Associate, Investments

Alberto is a member of the Investment Team and is...

Camila Bentos

Advisor Associate

Camila is an advisor associate based in our New York...

Yoni Berhane, CFP®

Vice President

Jonathan “Yoni” Berhane is a Financial Advisor who works with...

Maddy Bowles, CFP®

Assistant Vice President

Maddy serves as an Assistant Vice President and advisor in...

Kevin Brady, CFP®

Vice President

As a Financial Advisor in our New York Office, Kevin...

Steven Broadhead

Senior Associate, Client Operations

Steve joined the firm in 2017 and serves as an...

Alexandra Burkard

Senior Advisor Associate

As a Senior Advisor Associate, Alex works closely with advisors...

John R. Burns, J.D.

Senior Advisor Associate

John is a Senior Advisor Associate in the firm’s New...

Besa Capri

Senior Client Service Associate

Besa is a Senior Client Service Associate in our New...

Katrina Capul

Human Resources Manager

Katrina serves as a Human Resources Manager based in our...

Stephanie Carmel, CFP®, CDFA®, MBA

Assistant Vice President

Stephanie serves as an assistant vice president and advisor in...

Eric Castillo

Chief Technology Officer

Eric Castillo serves as Chief Technology Officer of Wealthspire Advisors...

Justin Cone, CFA®

Assistant Vice President

Justin joined the firm in 2019 and works as an...

Jonathan C. Connolly, AIF®

Managing Director, Head of Trust Services

As a seasoned professional with more than 29 years of...

Mary Rose Cusick

Senior Client Service Associate

Serving as a Senior Client Service Associate for the West...

Connor Darrell, CFA®

Vice President, Investments

Connor is a Vice President on the Investment Team and...

Jeremy Dasaro

Client Service Associate

Jeremy is a client service associate based in our New...

Michael Delgass, J.D.

Managing Director

An advisor and head of our Northeast region, Mike uses...

Chandra Dindial

Senior Associate, Client Operations

Chandra is a Senior Client Operations Associate based in our...

Eric Dostal, J.D., CFP®

Senior Vice President

Eric is a seasoned financial professional who has been dedicated...

David Edwards, MBA

Managing Director

David joined the Wealthspire team in 2023 through the acquisition...

Debra Falk, MBA

Executive Assistant

Debra serves as an assistant to Rick Van Benschoten in...

Craig Fasano, J.D.

Managing Director

Craig has over 20 years of experience in the wealth...

Charles Matheson Fischer

Client Service Associate

Charles is a client service associate based in our New...

Samuel Fishelberg, CFP®

Senior Vice President

Working with clients collaboratively, Sam designs financial plans that encompass...

Heather Flanagan, J.D., LL.M Taxation, TEP

Managing Director, Head of Family Office Services

Heather serves as Head of Family Office Services, overseeing the...

Cheyenne Francis

Senior Associate, Client Operations

Cheyenne joined the team in 2019 and works as a...

Stephany Fryman

Assistant Vice President, Advisory Technology

Stephany joined the team at the start of 2022 in...

Joseph Gallo

Associate, Investments

Joseph is a member of the Investment Team and is...

Anora Gaudiano, CFP®

Vice President

Anora is a financial advisor in our New York office....

Zachary Gering, CFP®

Managing Director

Zachary Gering is a Managing Director, financial advisor, and also...

Angela Giombetti

Chief Marketing Officer

Angela has dedicated her 20+ year career to the financial...

Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

Gail serves as an advisor, working with clients to develop,...

Connor Holly

Assistant Vice President, Data Operations

Connor joined the firm in 2014 and serves as an...

Pahola Jara

Senior Associate, Client Operations

Pahola is a Senior Associate on the Client Operations team,...

Chris Jennings, CFP®

Vice President

Joining the team in 2023 through the acquisition of Heron...

Megan John, CFP®

Assistant Vice President, Client Service

Megan serves as an Assistant Vice President, Client Service in...

Randy Kaufman

Senior Vice President

Joining the team in 2023 through the acquisition of Heron...

Thomas J. Kavanagh, CFP®, CPWA®️

Senior Vice President

Tom works extensively with our wealth advisors and clients on...

Riley Keenan

Senior Advisor Associate

Riley serves as a Senior Advisor Associate in our New...

Sasha Knapp

Client Service Associate

Sasha is a Client Service Associate in our New York...

Iana Kozlenko

Human Resources Manager

Based in our New York office, Iana serves as a...

Sonia Kraus, FPQP®

Senior Advisor Associate

Joining the team in 2023 through the acquisition of Heron...

Richard Krivonozka

SVP, Data Management

Richard joined the firm in 2012 and currently serves as...

Mike LaMena, AIF®

Chief Executive Officer

Mike LaMena is the Chief Executive Officer of Wealthspire Advisors,...

Michael Lawrence, CFP®, CPWA®, AIF®

Assistant Vice President

Michael serves as an Assistant Vice President and Advisor in...

Christopher Leddy

Vice President

As an advisor, Chris works closely with clients leveraging his...

Gloria Levorin

Advisor Associate

Gloria serves as an Advisor Associate in our New York...

Donna Levy

Managing Director

Donna Levy is a Managing Director and financial advisor at...

Julie Lisischeff

Senior Vice President, Client Service

Julie has been with the firm and its predecessors since...

Marjorie Long

Client Service Associate

Marjorie is a client service associate based in our New...

Sacha Lutchman

Assistant Vice President, Data Operations

Sacha joined the firm in 2014 and serves as an...

Andrew Macaleer, CFA®

Senior Vice President

As an advisor, Drew leverages his background in portfolio management...

Dominick Matteo, CFP®

Senior Advisor Associate

Dominick serves as a senior advisor associate in our New...

Pietro Messina, CFP®

Assistant Vice President

Pietro serves as an advisor in our New York City...

Uliana Michaelis, CFP®

Vice President

Joining the firm in 2018, Uliana currently serves as an...

Jennifer Mielnicki, MBA

Director, Trusts & Estates

Jennifer has more than 20 years of experience in managing...

Lynette Monegro

Senior Client Service Associate

Lynette joined the firm in 2018 as a client operations...

Ebony Montesino

Senior Client Service Associate

Ebony Montesino joined the firm in April 2017 in an...

Andrew Moore

Senior Associate, Data Management

Andrew joined the team in 2019 and works as a...

Michael Moriarty

Chief Investment Officer

Michael joined the firm in 2017. As Chief Investment Officer,...

Matthew Moser, CFP®

Senior Advisor Associate

As a senior advisor associate in our New York City...

Ryan Murray

Client Service Associate

Ryan is a client service associate based in our New...

Marilyn S. Napoli, CFP®

Senior Vice President

Marilyn Napoli joined the firm after a long and successful...

Aviva Pinto, CDFA®, CDS®

Managing Director

Aviva Pinto joined the firm in 2015 through an acquisition...

Mary Price

Advisor Associate

Mary serves as an advisor associate in our New York...

Michael Price, CFA®

Vice President, Investments

Michael joined the firm in 2009 and is a member...

Oliver Pursche, AAMS®, CEPA

Senior Vice President

Oliver serves as an advisor based in the firm’s Westport,...

Wyatt Reksten

Advisor Associate

Wyatt serves as an advisor associate on our New York...

Gregory K. Reynholds

Managing Director, Head of Intermediary Business

Greg brings over two decades of experience to the team...

Nate Richardson

Senior Advisor Associate

Nate serves as a senior advisor associate in our New...

Omar Rivera

Senior Associate, Client Operations

Omar is a Senior Client Operations Associate based in our...

Casey Riviezzo, CFP®

Assistant Vice President

Based in our New York City office, Casey assists with...

Stacey Rosenson, CFP®

Senior Vice President

Stacey joined the firm in 2018 and serves as an...

Jandy Rowe

Managing Director, Head of Client Service

As a Managing Director and Head of Client Service, Jandy...

Joshua Shoshan, CFP®, APMA™, CEPA

Senior Vice President

Josh is an Advisor in our New York office, where...

Samrat Singh

Senior Advisor Associate

Sam is a Senior Advisor Associate based in our New...

Nataly Sogoloff

Senior Vice President, Human Resources

Nataly is an accomplished senior human resources leader with a...

Eric Sontag, CFA®

President & Chief Operating Officer

Eric Sontag is the President and Chief Operating Officer of...

Howard Sontag

Chairman

Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to...

Martha Staniford

Managing Director

Martha joined the firm in early 2003. She serves as...

Hoyt Stastney

General Counsel and Head of M&A

Hoyt joined the firm in 2016. In his role as...

Michele Suligoj

Senior VP, Director of Data Operations

Michele joined the firm in 2009 as an Operations Associate...

Benjamin Sullivan, CFP®

Senior Advisor Associate

Ben is a senior advisor associate in our New York...

Ann Rose Tabing

Vice President, Finance

Ann Rose is based in our New York City office...

Fatima Tahir

Client Operations Administrator

Fatima is a Client Operations Administrator in the New York...

Emily Tiernan

Senior Client Service Associate

Emily joined the firm in 2009 and serves as a...

Natalie Truty, CFP®

Senior Vice President

Natalie joined the firm in 2015 and serves as an...

Pema Tsering

Senior Executive Assistant

Pema works in the New York office as a Senior...

Richard P. Van Benschoten, CFP®

Executive Vice President, Business Development

Rick currently serves as Executive Vice President, Business Development, and...

Travis Walters

Assistant Vice President, Client Operations

Travis joined the firm in 2011 and serves as an...

Andrew S. Weissman, J.D., CFP®

Vice President, Senior Wealth Advisor

Andy is a Certified Financial Planner™ professional who excels at...

Richard Yam, J.D.

Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning

Based in our New York City office, Rich serves as...

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

FAPSE
HER Justice
UJA Federation New York
BRC

Our Latest News & Content

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Wealth Management, Finance & Investing Blog

Fiduciary Responsibility 101 for Nonprofit Organizations

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations play an instrumental role in …