New York

Jandy Rowe

As a Managing Director and Head of Client Service, Jandy is responsible for the ongoing design and execution of the ...

staff

Jeremy Dasaro

Jeremy is a client service associate based in our New York office, where he supports the local team of advisors ...

Craig Amico

Craig Amico, CFA®, CIPM®

Craig serves as a member of the Investment Team and is based in the firm’s New York City office. In ...

Pietro Messina

Pietro Messina, CFP®

Pietro serves as an advisor in our New York City office, leveraging his strong background in financial planning and client ...

Jonathan C. Connolly, AIF®

As a seasoned professional with more than 29 years of financial and wealth management industry experience, Jonathan is known for ...

Marjorie Long

Marjorie is a client service associate based in our New York City office. In this role, she is responsible for ...

Gloria Levorin

Gloria Levorin

Gloria serves as an Advisor Associate in our New York office, helping advisors with day-to-day management of client relationships and ...

Camila Bentos

Camila Bentos

Camila is an advisor associate based in our New York office, where she supports both the NYC and West Hartford ...

Katrina Capul

Katrina Capul

Katrina serves as a Human Resources Manager based in our New York City office, partnering with business leaders on all ...

Heather Flanagan

Heather Flanagan, J.D., LL.M Taxation, TEP

Heather serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust ...

Mary Rose Cusick

Mary Rose Cusick

Serving as a Senior Client Service Associate for the West Hartford, Conn. office, Mary Rose joined the team in 2020 ...

Julie Lisischeff

Julie Lisischeff

Julie has been with the firm and its predecessors since 2014, joining Wealthspire through the acquisition of Private Capital Group. ...