New York Wealth Management

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 Asset Management Team

Alberto Barajas

Associate, Investments

Alberto is a member of the Investment Team and is...

Alex DeAlmeida, CFP®️

Assistant Vice President

As an advisor, Alex works closely with business and finance...

Alexandra Burkard

Senior Advisor Associate

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

Allaire Langdon, CFP®

Vice President

As a Financial Advisor in our New York Office, Allaire...

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 is a financial advisor in our New York office....

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,...

Camila Bentos

Advisor Associate

Camila is an advisor associate based in our New York...

Casey Riviezzo, CFP®

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 Amico, CFA®, CIPM®

Vice President, Investments

Craig serves as a member of the Investment Team and...

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 Levy is a Managing Director and financial advisor at...

Ebony Montesino

Senior Client Service Associate

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

Emily Herrup, CFP®

Senior Advisor Associate

Emily is a senior advisor associate in our New York...

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 Lim

Advisor Associate

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

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,...

Gloria Levorin

Client Service Associate

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

Gregory K. Reynholds

Managing Director, Co-Head of Intermediary Business

Greg brings over two decades of experience to the team...

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...

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...

Jandy Rowe

Managing Director, Head of Client Service

As a Managing Director and Head of Client Service, Jandy...

Jennifer Mielnicki, MBA

Director, Trusts & Estates

Jennifer has more than 20 years of experience in managing...

Jeremy Dasaro

Client Service Associate

Jeremy is a client service associate based in our New...

John R. Burns, J.D.

Senior Advisor Associate

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

Jonathan C. Connolly

Managing Director, Head of Trust Services

As a seasoned professional with more than 29 years of...

Joshua Shoshan, APMA™, 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

As a Financial Advisor in our New York Office, Kevin...

Lynette Monegro

Associate, Client Operations

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

Maddy Bowles, CFP®

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...

Marjorie Long

Client Service Associate

Marjorie is a client service associate based in one of...

Martha Staniford

Managing Director

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

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 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...

Nikki Bell

Senior Vice President, Intermediary Business

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

Pahola Jara

Senior Associate, Client Operations

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

Pema Tsering

Senior Executive Assistant

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

Pietro Messina, CFP®

Assistant Vice President

Pietro serves as an advisor in one of our New...

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...