Nov 29 2021
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Nate Richardson

Nate Richardson

Nate serves as an advisor associate in our New York office, supporting the broader advisor team in financial planning, investment strategies, and management of client relationships. He was previously a summer intern for Wealthspire before graduating from SUNY – Geneseo in May 2021. While in school, he was a member of the Economics team of the Student Managed Invest Fund and was part of the CFA Research Challenge team. Originally from Pittsford, NY, Nate now resides in the city and enjoys hiking and spending time outside in his spare time. Previous Experience Wealth Management Intern at Wealthspire Advisors Quality Control/Mechanic…
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Oct 26 2021
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Chandra Dindial

Chandra is a Senior Client Operations Associate based in our New York City office where she supports the wider operations team by helping to manage and complete incoming tasks, processing accounts, and maintaining client data. She has more than 20 years of experience in the brokerage industry and back-office operations, most recently as a project/program analyst for JP Morgan. In her spare time, Chandra enjoys spending time with her family and working on projects around her home. Previous Experience Project/Program Analyst, Resolution and Recovery at JP Morgan Securities LLC Supervisor, Regulatory Reporting Group at JP Morgan Chase & Co. Project…
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Oct 25 2021
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Ben Sullivan

Benjamin Sullivan

Ben is an advisor associate in our New York office, supporting advisors by helping to serve clients and assist in every step of the financial planning process. He is a graduate of Villanova University and previously worked as an intern for Wealthspire Advisors & Beacon Bridge Wealth Partners, where he learned about firm processes and managing client relationships. During his time in school, Ben was an active member of the Real Estate & Corporate Finance Society and volunteered both as Events Chair for Student Advancement and for Special Olympics. Originally from Long Island, NY, Ben likes all things cars-related, and…
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Oct 21 2021
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John Burns

John R. Burns, J.D.

John is a Senior Advisor Associate in the firm’s New York City office, where he supports the broader advisor team in managing client relationships and assisting in the financial planning process. Having earned his Juris Doctor in 2019 from American University, John brings several years of experience in various law, government, and accounting roles. Originally from Kennebunk, Maine, John attended school in Washington, D.C., and now resides in New York City. Outside of work, he is an avid soccer player and fan of Manchester United, has a passion for history, and enjoys fishing, boating, and plane spotting. Previous Experience Tax…
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Oct 13 2021
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Annie Perpich

Annie Perpich

Annie serves as an advisor associate in our New York City office, supporting the advisor team in managing client relationships and completing daily incoming tasks and client requests. Annie was previously an Equity Specialist intern for Hantz Financial Services, where she gained foundational knowledge of the financial planning industry by helping manage money movements and tracking client assets. During her time as a student at University of Michigan, she worked as a Research Assistant studying the investments of Corporate Venture Capitalists and also as External Recruitment Chair for Pi Beta Phi Fraternity for Women. Originally from Ann Arbor, MI, Annie…
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Aug 04 2021
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Pahola Jara

Pahola Jara

Pahola is a Senior Associate on the Client Operations team, where she supports the advisors based in our New York office by processing incoming client requests and other administrative tasks. Before joining the team, she worked for over a decade as both a Senior Account Executive and Operations Specialist at FGI Worldwide LLC. Born in New Jersey, Pahola now resides in Brooklyn, New York and is proud to be a three-time marathon runner. Previous Experience Senior Account Executive – Operations at FGI Worldwide LLC Operations Specialist at FGI Worldwide LLC Education & Credentials BA, Pace University, Communication & Media Studies
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Aug 04 2021
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Megan John

Megan John, CFP®

Megan serves as a Client Service Associate in our New York office, helping advisors with day-to-day management of client relationships and supporting the broader team. She previously worked as an administrative assistant for a private family office in New York and is a freelance bookkeeper for various businesses. A native of Ohio and graduate of the Cleveland Institute of Art, she now resides in New York City and enjoys the arts in her spare time. Previous Experience Administrative Assistant, Private Family Office Bookkeeper, Freelance Education & Credentials BFA, Cleveland Institute of Art, Ceramics Certificate in Financial Planning, New York University…
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Jul 12 2021
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Emily Herrup

Emily Herrup, CFP®

Emily is an advisor associate in our New York office, supporting the team of advisors in their day-to-day work with clients. As a Certified Financial Planner™, she helps advise on all aspects of the financial planning process and assists in the overall management of client relationships. Previously, Emily worked for several years as both a Relationship Manager and Financial Representative at Fidelity Investments, where she developed a strong foundation of industry knowledge and client service skills. Outside of the office, Emily is an active member of the New York Junior League. Originally from the Berkshires in western Massachusetts, she now…
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Jun 09 2021
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Dominick Matteo

Dominick Matteo, CFP®

Dominick serves as an advisor associate in our New York office, working with the broader advisor team in managing client relationships and supporting them in the financial planning process. Developing a foundation of industry knowledge through Virginia Tech’s financial planning program, he is now a Certified Financial Planner™ with several years of experience at multiple wealth management firms. An avid Hokies and Yankees fan, Dominick also enjoys traveling and staying active in his spare time. Previous Experience Paraplanner at Novi Wealth Partners, LLC (formerly Private Wealth Management Group, LLC) Financial Planning Intern at Private Wealth Management, LLC Summer Intern at…
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May 05 2021
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Fatima Tahir

Fatima Tahir

Fatima is a Client Operations Administrator in the New York City office, working to support the rest of the client operations team by completing incoming tasks, maintaining client data, processing accounts, and handling other administrative procedures. She has several years of experience in banking and financial services, most recently as a Wealth Client Administrator for Wilmington Trust. Fatima is currently attending Rutgers University where she is obtaining a bachelor’s degree in Finance. Previous Experience Wealth Client Administrator at Wilmington Trust Education & Credentials BS, Rutgers University, Finance
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