Taylor joined the firm in 2014 and specializes in client relations. She works closely with advisors to service clients’ day to day needs. Education & Credentials BS, Clemson University, International Business Management
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Uliana joined the firm in 2018 as a Senior Advisor Associate. Uliana works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Planning Specialist at Coastal Bridge Advisors Portfolio Analyst at Coastal Bridge Advisors Client Service Associate at Coastal Bridge Advisors Education & Credentials BS, University of Connecticut – Stamford, Business, Financial Management Certified Financial Planner™ Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards…
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Aviva Pinto joined the firm in 2015 through the acquisition of Highline Wealth Management and has over 25 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of business, inheritance, divorce, widowed) to determine the most appropriate course of action for their financial assets. She helps guide them so they feel more confident about their financial future. A frequent speaker at family office conferences and events, Aviva has been voted one of the Top 50 Businesswomen on Long Island for multiple years and was named one of Crain's New York Business…
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Patrick joined the firm in 2019 and works in the New York office as a Client Service Associate. He assists clients by serving as a resource for questions about accounts and investments, moving assets and positions on their behalf, and aiding advisors in their daily activities. Originally from Boston, Patrick now resides in Greenwich, CT and enjoys playing lacrosse for a club league and traveling in his spare time. Previous Experience Captain and President of Geneseo Landshark Lacrosse Geneseo Volunteer Fire Department Education & Credentials BA, SUNY – Geneseo, Political Science
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Justin joined the firm in 2019 and works as an Advisor Associate in the firm’s New York office. He supports other advisors by helping with their day-to-day needs and assisting with every aspect of financial planning for clients. Before joining Wealthspire, he held various internship roles at Davenport Asset Management, the Corporation for National and Community Service (CNCS), and Northwestern Mutual. He was also actively involved in his school community by serving in the Pamplin Undergraduate Mentoring Program and as Lead Analyst in the Industrials Sector of the Student-Managed Endowment for Educational Development. Originally from Fairfax Station, VA, he now…
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Stacey joined the firm in 2018 and serves as an Advisor. Stacey works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Joel Isaacson & Co., LLC Berson and Corrado Investment Advisory Services UBS Financial Services Education & Credentials BS, University of Maryland – Smith School of Business Certificate in Financial Planning, School of Professional Studies at New York University Certified Financial Planner™ Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame…
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Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Research Coordinator at University of Pittsburgh Decision Neuroscience Lab Education & Credentials BS, The University of Pittsburgh, Psychology Executive Certificate in Financial Planning, Duquesne University Certified Financial Planner™ Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s…
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Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the client’s experience and keep them fully engaged in the management of their financial resources and estate plans. As a member of the New York State Bar since 1986, Andy uses his legal training to educate clients on how the titling of assets, the use of trusts, and their estate plans interact and affect their financial plans. He is also a member of the New York State Bar Association’s Trusts & Estates and Elder Law & Special Needs sections. Prior to…
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Alex joined the firm in 2018 and serves as an Advisor Associate. He works directly with advisors to assist the wealth management and financial planning needs of clients. Previous Experience Intern at Regent Atlantic, LLC Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance
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Travis joined the firm in 2011 and serves as a Senior Associate on the Client Operations team. He is responsible for the day-to-day servicing and maintenance of client accounts including the preparation and processing of new account and account maintenance documents. Previous Experience • Claims Auditor at New York State Workers Compensation Board – Special Funds Conservation Committee Education & Credentials BA, SUNY Buffalo, Political Science
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