Welcome StratWealth team and clients! Learn more here.

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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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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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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Joshua Shoshan

Joshua Shoshan

Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced planning needs. He understands that wealth preservation is of paramount importance to affluent clients, and is also keenly focused on client concerns regarding wealth enhancement and tax mitigation, wealth transfer, wealth protection, and charitable giving. Included in Barron’s Top Advisor rankings for five consecutive years and bringing over two decades of industry experience, he prides himself on providing a holistic, elite wealth management experience to all clients. Josh lives in Manhattan with his two daughters, is an active parent in…
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Sam Singh

Samrat Singh

Sam is an Advisor Associate based in our New York office, supporting advisors by serving as a point of contact for client relationships and assisting them throughout the financial planning process. Sam brings several years of experience in the industry, including roles with CWM Partners, Carta, Inc., JP Morgan Private Bank, and U.S. Trust. Originally from India, Sam enjoys exploring new cultures and has lived in 3 different countries, now residing in New York City. In his free time, he enjoys playing squash. Previous Experience Senior Associate at CWM Partners Manager – Investor Relations at Carta, Inc. Associate at JP…
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Connor Darrell

Connor Darrell, CFA®

Connor is a member of the Investments Team and is based in the firm’s New York headquarters. In this role, he supports the investment team by researching current and prospective investments, conducting manager due diligence, and aiding the firm’s trading operations. Previously, Connor served as Head of Investments for Valley National Financial Advisors, where he was responsible for building and maintaining the firm’s portfolio strategies, chairing the investment committee, and leading research and due diligence efforts. Connor resides in New Jersey and enjoys spending time with family and friends, trying new food, and cheering on his favorite soccer club, West…
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Kimberly Carter

Kimberly serves as the Director of Human Resources for Wealthspire Advisors and is based in our New York headquarters. In her role as director, she leads firm initiatives to manage human capital, developing innovative frameworks and strategies that drive both employee and business growth. Kimberly brings over 15 years of previous experience and expertise in Human Resources, having worked for several complex financial services organizations such as Bank of America, Bank of NY Mellon, and HSBC Bank USA. Previous Experience Head of Corporate Banking HR – Commercial Banking at HSBC Bank USA Senior Global HR Business Partner – Wealth Management…
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Rebecca Cummings

Rebecca Cummings

Rebecca is a Client Service Associate in our New York office, supporting advisors by serving as a point of contact for clients and carrying out day-to-day tasks. Previously, Rebecca worked as an Administrative Assistant at 1100 Architect, where she provided administrative support for the firm’s New York office and employees. Originally from Summit, New Jersey, Rebecca lives in Hoboken and enjoys cooking in her spare time. Previous Experience Administrative Assistant at 1100 Architect Education & Credentials BA, The College of New Jersey, Art Education
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Riley Keenan

Riley serves as an Advisor Associate in our New York office, where he works to support advisors and client relationships, assisting in all aspects of the financial planning process. Before joining the team full-time, Riley completed an internship with Wealthspire Advisors, learning about the many aspects of investing, financial planning, and trusts & estates planning. He also completed several other internships while still in school and was actively involved in his university’s Investment Committee and Community Service Committee. Previous Experience Summer Associate at Wealthspire Advisors Education & Credentials BS, Ohio State University, Business Administration, Finance – Economics minor
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Stephanie Carmel

Stephanie Carmel, CFP®, CDFA®, MBA

Stephanie serves as an advisor associate in the firm’s New York office, assisting advisors throughout the financial planning process and helping to manage client relationships. Before joining the team, she enjoyed an extensive and successful career at IBM Corporation, holding leadership positions in sales and sales operations where she serviced clients, drove technology and leasing solutions, supported the salesforce, and developed the next generation. In her spare time, Stephanie serves on the Board of FPA MetroNY, does pro bono planning, is a mother of two young adults, and enjoys learning, travelling, theatre, and staying active. Previous Experience Vice President, Global…
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