Madison

Mark Knipfer, CIMA®

Mark is a Senior Vice President doing Business Development for our Investment Team. He brings over two decades of experience ...

Kayla Pavela

Kayla serves as a Finance Associate in our Madison, WI office. In this role, she supports the firm’s client billing ...

Tom Sand

Tom serves as a Finance Associate in our Madison, WI office. In this role, he supports the firm’s client billing ...

Kye Zanto

Kye serves as an associate in our Client Operations department, operating out of the Madison, WI office and supporting the ...

DJ Loduha

DJ Loduha

DJ serves as an Accounts Payable Coordinator in our Madison, WI office, supporting the broader Finance and Accounting team. He ...

Lindsey Slaby

Lindsey Slaby

Lindsey serves as an advisor associate in our Madison, WI office, supporting both the advisory team and clients by assisting ...

Sarah Emhardt

Sarah serves as an associate in our Client Operations department, operating out of the Madison, WI office and supporting the ...

Gregory Roberts

Gregory Roberts

Greg serves as a Senior Associate on the firm’s Finance team, where he supports the wider finance department, including the ...

Abby Bare

Abby R. Bare, SHRM-SCP, MBA

Abby recently rejoined Wealthspire as an Assistant Vice President in Finance, supporting the firm’s controller and Chief Financial Officer by ...

Joshua Braunschweig

Joshua Braunschweig

Josh is a Senior Associate on the accounting team, and is based in our Madison, WI office. In this role, ...

Charlie Wittleder

Charlie Wittleder

Charlie serves as Vice President, Controller in our Madison, WI office, supporting the Chief Financial Officer and overseeing financial controls. ...

Jenny Giemza

Jennifer Giemza, CFP®

Jenny serves as an Advisor and is based in the firm’s Madison, WI office. With over 13 years of experience ...