Wealth Management in New York, New York

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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®️

Assistant Vice President

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

Alexandra Burkard

Senior Advisor Associate

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

Allaire Langdon, CFP®

Vice President

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

Andrew Macaleer, CFA®

Vice President

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

Andrew Moore

Senior Associate, Data Management

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

Vice President, Finance

Ann Rose is based in one of 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 an acquisition...

Benjamin Sullivan

Advisor Associate

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

Casey Riviezzo

Senior Advisor Associate

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

Client Service Associate

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

Vice President

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...

Debra Falk

Executive Assistant

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

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

Senior 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®

Senior Vice President

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

Eric Rofrano

Senior Client Service Associate

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

Managing Director, Co-Head of Intermediary Business

Greg brings over 17 years of experience to the team...

Heather Flanagan

Managing Director, Head of Family Office Services

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

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...

Jacob Minakowski

Advisor Associate

Jacob is an advisor associate in our New York City...

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...

Katrina Capul

Human Resources Manager

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

Kevin Brady, CFP®

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

Senior Advisor Associate

Maddy serves as a senior advisor associate in our Park...

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. She serves as...

Mary Vitkowsky

Office Manager

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

Matthew Moser

Advisor Associate

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...

Michael Delgass, J.D.

Managing Director

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

Michael Moriarty

Chief Investment Officer

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

Michael O’Keefe

M&A Analyst

Based in the firm’s NYC office, Michael serves as an...

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...

Nicole R. Hart, J.D.

Managing Director, Trusts & Estates

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

Nikki Bell

Senior Vice President, Intermediary Operations

Nikki serves as Senior Vice President, Intermediary Operations, and is...

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

Senior 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®

Executive Vice President, Business Development

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

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

Client Service Associate

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

Senior Advisor Associate

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

Samuel Fishelberg, CFP®

Vice President

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

Stacey Rosenson, CFP®

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 J. Kavanagh, CFP®, CPWA®️

Senior Vice President

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®

Vice President

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

Zachary Gering, CFP®

Managing Director

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