May 06 2022
Love0
Katrina Capul

Katrina Capul

Katrina serves as a Human Resources Manager based in our New York City office, partnering with business leaders on all HR activities, including but not limited to learning and development, talent acquisition, compensation, and employee relations. In this role, she supports various internal teams across the Mid-Atlantic and Northeast regions. She joins the team with deep experience in the human resources space, spending the last six years at Northwell Health in various HR roles. She also holds her master’s degree in Human Resources Management and Labor Relations from the New York Institute of Technology. Outside of work, Katrina enjoys reading,…
Read More
May 04 2022
Love0
Jacob Minakowski

Jacob Minakowski

Jacob is 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. He joined the team after serving as a Wealth Management intern in the summer of 2021. Jacob also brings experience in several other internship roles, including positions with the Financial Planning Association, Verizon, and Urban Outfitters. While in school at Penn State University, he was a mentor in the Sapphire Leadership Academic Program and worked as a teaching assistant in macroeconomics. Originally from Newtown, PA, Jacob currently resides in New York City and…
Read More
Mar 04 2022
Love0

Michael O’Keefe

Based in the firm’s NYC office, Michael serves as an analyst on the M&A team, partnering with Wealthspire leadership and the larger NFP team on all aspects of the M&A process. Previously, he held positions with investment banking and private equity firms in NYC and Connecticut, where he gained valuable experience in financial modeling, valuation analysis, and sourcing techniques. Michael has also been certified as a Financial Modeling and Valuation Analyst by the Corporate Finance Institute. Outside of work, Michael is an avid outdoor enthusiast, spending time hiking, camping, kayaking, skiing, canyoneering, surfing, and more. Previous Experience Analyst at Ten20…
Read More
Mar 03 2022
Love0
Heather Flanagan

Heather Flanagan

Heather serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services. With deep expertise in wealth management and trust services, she joined the team from Rockefeller Capital Management where she was head of trust and family office services, president and board member of its trust companies, and a member of the executive committee. She has extensive experience building and managing teams, working directly with UHNW clients, and as a practicing attorney and philanthropy advisor. Previous Experience Managing Director – Head of Trust Fiduciary and Family Office Services at…
Read More
Jan 24 2022
Love0

Debra Falk

Debra serves as an assistant to Rick Van Benschoten in one of our New York office locations. Debra brings over 20 years of experience from a diverse set of roles in finance, higher education, start-ups, and the non-profit sector. She earned a bachelor’s degree in communications from SUNY – Oneonta and holds both an MBA and advanced certificate in human resources management from Molloy College. Originally from upstate New York, Debra currently resides in New York City. In her free time, she enjoys running, traveling, reading, and spending time with friends and family. Previous Experience Operations Manager at American Skin…
Read More
Jan 24 2022
Love0

Alex DeAlmeida, CFP®️

As an advisor, Alex works closely with clients leveraging his background in financial planning and portfolio management to help develop and execute strategies designed to meet the long-term financial goals of clients. He earned both a bachelor’s degree in Finance and an MBA from Quinnipiac University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Previous Experience Vice President at Ayco, a Goldman Sachs Company Education & Credentials BS, Quinnipiac University, Finance MBA, Quinnipiac University, Chartered Financial Analyst Track CERTIFIED FINANCIAL PLANNER™   Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP®…
Read More
Jan 24 2022
Love0

Thomas J. Kavanagh, CFP®, CPWA®️

Tom works extensively with our wealth advisors and clients on developing, executing, and maintaining comprehensive financial plans. Drawing on more than 20 years’ experience, he strives to ensure that clients’ financial assets will fund the retirements they envision and meet their legacy goals with as little risk as possible — even when the unexpected happens. Tom earned both a bachelor’s degree in mathematics and economics and a master’s in economics from Fordham University. He also earned an MBA in finance from Columbia Business School and holds the CERTIFIED FINANCIAL PLANNER™ designation. Tom helped organize the MS Great 8, a private…
Read More
Jan 24 2022
Love0

Allaire Langdon, CFP®

Working with clients collaboratively, Allaire designs financial plans that encompass each family’s unique retirement, estate, and investment planning needs, bringing creative solutions to the table that help develop their financial goals while giving them more time to focus on enjoying the things that matter. Allaire earned a bachelor’s degree in Management and Business from Skidmore College where she also played soccer. She also holds a diploma in financial planning from NYU and enjoys reading, running, and practicing yoga in her free time. Previous Experience Assistant Vice President – Wealth Strategist at Lenox Wealth Advisors Wealth Associate at Lenox Wealth Advisors…
Read More
Jan 24 2022
Love0

Christopher Leddy

As an advisor, Chris works closely with clients leveraging his background in portfolio management and investments to help develop and execute strategies designed to meet their long-term financial goals. After graduating from Colgate University, Chris joined BlackRock where he spent nearly a decade as a portfolio manager of actively managed multi-asset fixed income portfolios with a specialization in tax efficient strategies for institutions, corporations, and high-net-worth individuals. Chris currently resides in New York City and enjoys spending time with his family wherever the weather is warm, and fairways are green. He is a life-long lover of New York sports teams…
Read More
Jan 24 2022
Love0

Andrew Macaleer, CFA®

As an advisor, Drew leverages his background in portfolio management and investments to help develop and execute strategies designed to meet the long-term financial goals of his clients. In addition to receiving his bachelor’s degree in Finance from Penn State, Andrew earned the Chartered Financial Analyst® designation during his six-year tenure with AllianceBernstein. A strong believer in supporting those in need, he devotes time to volunteering at the Ronald McDonald House in New York City. He also spends free time honing his organic cooking skills. Previous Experience Portfolio Analyst at Lenox Wealth Advisors Senior Managing Associate & Associate Officer at…
Read More