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
(800) 994-3766
Our New York Asset Management 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...
Nikki Bell
Senior Vice President, Intermediary Business
Nikki serves as Senior Vice President, Intermediary Business, 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...
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...
Justin Cone
Senior Advisor Associate
Justin joined the firm in 2019 and works as a...
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
Mike uses his extensive prior experience as an attorney to...
Chandra Dindial
Senior Associate, Client Operations
Chandra is a Senior Client Operations Associate based in our...
Lucas Doe, CFA®
Vice President, Investments
Joining the team in 2023 through the acquisition of Heron...
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 one of...
Samuel Fishelberg, CFP®
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...
Anora Gaudiano, CFP®
Assistant 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
SVP, Head of Marketing
Angela oversees the firm’s marketing efforts and is focused on...
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...
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
Senior Client Service Associate
Gloria serves as a Senior Client Service Associate in our...
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 one of...
Sacha Lutchman
Assistant Vice President, Data Operations
Sacha joined the firm in 2014 and serves as an...
Andrew Macaleer, CFA®
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 one of our New...
Jennifer Mielnicki, MBA
Director, Trusts & Estates
Jennifer has more than 20 years of experience in managing...
Jacob Minakowski
Advisor Associate
Jacob is an advisor associate in our New York City...
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®
Advisor Associate
As an advisor associate in one of our New York...
Ryan Murray
Client Service Associate
Ryan is a client service associate based in the Park...
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
Advisor Associate
Nate serves as an advisor associate in our New York...
Omar Rivera
Senior Associate, Client Operations
Omar is a Senior Client Operations Associate based in our...
Casey Riviezzo, CFP®
Assistant Vice President
Based in one of our New York City offices, Casey...
Stacey Rosenson, CFP®
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...
Uliana Rymar, CFP®
Assistant Vice President
Uliana joined the firm in 2018 and serves as an...
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 manages the general business practices and processes of Wealthspire...
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®
Advisor Associate
Ben is an advisor associate in our New York office,...
Ann Rose Tabing
Vice President, Finance
Ann Rose is based in one of our New York...
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...
