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Headquarters:
521 5th Avenue, 15th Floor
New York, NY 10175
Please note: Entrance to suite is on 43rd Street next to Equinox Gym.
Additional Location:
90 Park Avenue, Suite 1700
New York, NY 10016
Our New York Team
Alex DeAlmeida, CFP®️
As an advisor, Alex works closely with clients leveraging his...
Alexandra Burkard
As a part of the wealth advisory team, Alex works...
Allaire Langdon, CFP®
Working with clients collaboratively, Allaire designs financial plans that encompass...
Andrew Macaleer, CFA®
As an advisor, Drew leverages his background in portfolio management...
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...
Ani Iyengar
Associate, Investments
Ani joined the firm’s Investment team as an associate based...
Ann Rose Tabing
Ann Rose is based in one of our New York...
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,...
Casey Riviezzo
Supporting the team of advisors in one of our New...
Chandra Dindial
Senior Associate, Client Operations
Chandra is a Senior Client Operations Associate based in our...
Charles Matheson Fischer
Charles is a client service associate based in one of...
Cheyenne Francis
Associate, Client Operations
Cheyenne joined the team in 2019 and works as a...
Christopher Leddy
As an advisor, Chris works closely with clients leveraging his...
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...
David M. Carter, CFA®
David brings over 20 years of experience to the team...
Debra Falk
Debra serves as an assistant to Rick Van Benschoten and...
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 Rofrano
Eric supports the team of wealth advisors based in our...
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,...
Gregory K. Reynholds
Greg brings over 17 years of experience to the team...
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 Kovacs
John brings more than 16 years of industry expertise in...
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...
Maddy Bowles
Maddy serves as an advisor associate in our Park Avenue,...
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...
Matthew Moser
As an advisor associate in one of our New York...
Megan John, CFP®
Client Service Associate
Megan serves as a Client Service Associate in our New...
Meghan Bergman, CFP®
Meghan brings more than 15 years of investment industry experience...
Michael Delgass, J.D.
Managing Director
Mike uses his extensive prior experience as an attorney to...
Michael Kuziw
Drawing on 20+ years of extensive experience implementing investment and...
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...
Nikki Bell
Nikki joins the Wealthspire team from his role as Head...
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 P. Van Benschoten, CFP®
Rick draws on more than 30 years of experience in...
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...
Ryan Murray
Ryan is a client service associate based in the Park...
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...
Samuel Fishelberg, CFP®
Working with clients collaboratively, Sam designs financial plans that encompass...
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...
Stephany Fryman
Assistant Vice President, Advisory Technology
Stephany joined the team at the start of 2022 in...
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...
Thomas Kavanagh, CFP®, CPWA®️
Tom works extensively with our wealth advisors and clients on...
Travis Walters
Assistant Vice President, Client Operations
Travis joined the firm in 2011 and serves as an...
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...
