Wealth Management in New York, New York

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Wealthspire New York

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

Please note: Entrance to suite is on 43rd Street next to Equinox Gym.

Our New York Team

Andrew Moore

Data Management Associate

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

Andrew S. Weissman, J.D., CFP®

Vice President, Senior Wealth Advisor

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

Annie Perpich

Advisor Associate

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

Anora Gaudiano, CFP®

Assistant Vice President

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

Aviva Pinto, CDFA®, CDS

Managing Director

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

Benjamin Sullivan

Advisor Associate

Ben is an advisor associate in our New York office,...

Chandra Dindial

Senior Associate, Client Operations

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

Cheyenne Francis

Associate, Client Operations

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

Connor Darrell, CFA®

Assistant Vice President, Investments

Connor is a member of the Investments Team and is...

Connor Holly

Senior Associate, Data Operations

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

Craig Fasano, J.D.

Managing Director

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

Dominick Matteo, CFP®

Advisor Associate

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

Donna Levy

Managing Director

Donna joined the firm in 2000. She serves as an...

Ebony Montesino

Client Service Associate

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

Emily Herrup, CFP®

Advisor Associate

Emily is an advisor associate in our New York office,...

Emily Tiernan

Senior Client Service Associate

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

Eric Dostal, J.D., CFP®

Vice President

Since joining the firm in 2013, Eric has worked extensively...

Eric Sontag, CFA®

President & Chief Operating Officer

Eric manages the general business practices and processes of Wealthspire...

Fatima Tahir

Client Operations Administrator

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

Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

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

Howard Sontag

Chairman

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

Hoyt Stastney

General Counsel and Head of M&A

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

John R. Burns, J.D.

Senior Advisor Associate

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

Joshua Shoshan, CEPA

Senior Vice President

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

Justin Cone

Senior Advisor Associate

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

Kevin Brady, CFP®

Assistant Vice President

Kevin joined the firm in 2018 as a Senior Advisor...

Lynette Monegro

Associate, Client Operations

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

Marilyn S. Napoli, CFP®

Senior Vice President

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

Martha Staniford

Managing Director

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

Mary Vitkowsky

Office Manager

Mary joined the firm in 2012 as Office Manager for...

Megan John, CFP®

Client Service Associate

Megan serves as a Client Service Associate in our New...

Michael Delgass, J.D.

Managing Director

Mike uses his extensive prior experience as an attorney to...

Michael Lin

Assistant Vice President, Data Operations

Michael joined the firm in 2008 and currently serves as...

Michael Moriarty

Chief Investment Officer

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

Michael Price, CFA®

Vice President, Investments

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

Michele Suligoj

Senior VP, Director of Data Operations

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

Mike LaMena, AIF®

Chief Executive Officer

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

Natalie Truty, CFP®

Vice President

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

Nate Richardson

Advisor Associate

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

Nick Podolak

Vice President, Client Operations

Nick joined the firm in 2011 and serves as Vice...

Nicole R. Hart, J.D.

Managing Director, Trusts & Estates

Prior to joining the firm in 2014, Nicole’s legal practice...

Noreen Kennedy

Finance Director

Noreen joined the firm in 2010. She works closely with...

Pahola Jara

Senior Associate, Client Operations

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

Patrick Vullo

Client Service Associate

Patrick joined the firm in 2019 and works in the...

Pema Tsering

Senior Executive Assistant

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

Richard Krivonozka

SVP, Data Management

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

Richard Yam, J.D.

Senior Vice President, Trusts & Estates

Prior to joining the firm in 2018, Rich’s legal practice...

Riley Keenan

Advisor Associate

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

Sacha Lutchman

Assistant Vice President, Data Operations

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

Samrat Singh

Advisor Associate

Sam is an Advisor Associate based in our New York...

Stacey Rosenson, CFP®

Assistant Vice President

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

Stephanie Carmel, CFP®, CDFA®, MBA

Senior Advisor Associate

Stephanie serves as a senior advisor associate in the firm’s...

Steven Broadhead

Senior Associate, Client Operations

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

Taylor Martins

Senior Client Service Associate

Taylor joined the firm in 2014 and specializes in client...

Travis Walters

Senior Associate, Client Operations

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

Uliana Rymar, CFP®

Assistant Vice President

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

Yoni Berhane, CFP®

Assistant Vice President

Jonathan joined the firm in 2016 with a strong background...

Zachary Gering, CFP®

Senior Vice President

Zachary joined the firm in 2012 and serves as an...