Besa Capri
Besa is a Senior Client Service Associate in our New York office, helping advisors with day-to-day management of client relationships ...
Joseph Gallo
Joseph is a member of the Investment Team and is based in the firm’s New York City office. As an ...
Randy Kaufman
Joining the team in 2023 through the acquisition of Heron Wealth, Randy serves as an advisor in our NYC office. ...
David Edwards, MBA
David joined the Wealthspire team in 2023 through the acquisition of Heron Wealth, where he built the business as President ...
Chris Jennings, CFP®
Joining the team in 2023 through the acquisition of Heron Wealth, Chris serves as an advisor, providing advice that goes ...
Sonia Kraus, FPQP®
Joining the team in 2023 through the acquisition of Heron Wealth, Sonia supports advisors by helping them prepare for client ...
Mary Price
Mary serves as an advisor associate in our New York City office, supporting the local team of advisors by assisting ...
Devanshu Amin
Devanshu serves as an advisor associate in our New York City office, joining full time after completing the firm’s internship ...
Wyatt Reksten
Wyatt serves as an advisor associate on our New York City team, joining full time after completing the firm’s internship ...
Nataly Sogoloff
Nataly is an accomplished senior human resources leader with a distinguished career in the financial services industry. With extensive experience ...
Michael Lawrence, CFP®, CPWA®, AIF®
Michael serves as an Assistant Vice President and Advisor in our New York City office, drawing from almost a decade ...
Omar Rivera
Omar is a Senior Client Operations Associate based in our New York City office where he supports the wider operations ...
