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 has been with the firm and its predecessors since 2014, joining Wealthspire through the acquisition of Private Capital Group. ...
Angela Giombetti
Angela oversees the firm’s marketing efforts and is focused on creating and evolving the firm’s brand as a forward-thinking leader ...
Debra Falk, MBA
Debra serves as an assistant to Rick Van Benschoten in our New York City office. Debra brings over 20 years ...
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 ...
Christopher Leddy
As an advisor, Chris works closely with clients leveraging his background in portfolio management and investments to help develop and ...
Andrew Macaleer, CFA®
As an advisor, Drew leverages his background in portfolio management and investments to help develop and execute strategies designed to ...
Maddy Bowles, CFP®
Maddy serves as an Assistant Vice President and advisor in our New York City office. She is committed to coordinating ...
Alexandra Burkard
As a Senior Advisor Associate, Alex works closely with advisors to assist with the financial planning and investment management needs ...
Matthew Moser, CFP®
As a senior advisor associate in our New York City office, Matt works directly with advisors to assist with the ...
Casey Riviezzo, CFP®
Based in our New York City office, Casey assists with the financial planning and investment needs of clients as an ...
Ryan Murray
Ryan is a client service associate based in our New York City office. His day-to-day tasks include facilitating the operations ...
