New York, New York

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Wealthspire New York

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

Our New York Team

Alex Westlin

Advisor Associate

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

Amanda Soto

Administrative Assistant

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

Andrew Moore

Technology 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...

Anora Gaudiano, CFP®

Senior Advisor Associate

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

Aviva Pinto, CDFA®

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

Benjamin Weinberg

Advisor Associate

Ben joined the firm in 2019 and serves as an...

Cheyenne Francis

Associate, Client Administration

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

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...

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 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...

Gail Harris, CFP®, CIMA®

Senior Vice President

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

Glen Macdonald

Managing Director

Glen Macdonald provides comprehensive financial planning, investment management and impact...

Greg Newman

Senior Accountant

Greg joined the firm in 2012, and is responsible for...

Howard Sontag

Chairman

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

Hoyt Stastney

General Counsel & Chief Compliance Officer

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

Jack Swikart, CFP®

Senior Advisor Associate

Jack joined the firm in 2019 and serves as a...

Justin Cone

Advisor Associate

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

Kevin Brady, CFP®

Senior Advisor Associate

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

Lynette Monegro

Associate, Client Administration

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...

Marisa Gold

Administrative Assistant

Marisa joined the firm in 2017 as an office assistant...

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...

Maxine Dubois

Client Service Associate

Maxine joined the firm in 2015 and specializes in client...

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...

Nick Podolak

Vice President, Client Administration

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

Nicole R. Hart, J.D.

Senior VP, 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...

Patrick Vullo

Client Service Associate

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

Richard Krivonozka

SVP, Technology Infrastructure & Data Management

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

Richard Yam, J.D.

Vice President, Trusts & Estates

Richard joined the firm in 2018 and is responsible for...

Sacha Lutchman

Senior Associate, Data Operations

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

Stacey Berson, CFP®

Senior Advisor Associate

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

Steven Broadhead

Associate, Client Administration

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

Taylor Martins

Client Service Associate

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

Todd McDonald, CFA®

AVP, Investments

Todd joined the firm in 2013 and is a member...

Travis Walters

Senior Associate, Client Administration

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

Uliana Rymar, CFP®

Senior Advisor Associate

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

Yoni Berhane, CFP®

Senior Advisor Associate

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...