New York Archives | Page 3 of 6 | Wealthspire

Oct 16 2019

Mary Vitkowsky

Mary joined the firm in 2012 as Office Manager for the New York office. She manages office services and supplies and supports the overall team and business. She completed the Master’s in Art Therapy program at George Washington University in Washington D.C. before moving to New York to start a family. She has two wonderful adult children. Previous Experience Senior Credit Analyst at HSBC Director of Event Programming at Greenwich Library Client Services Associate at Miller Motorcars Bentley/Rolls Royce Education & Credentials BA, American University, French Literature Certificate of Financial Analysis, NYU School of Professional Studies

Oct 16 2019

Love0

Emily Tiernan

Emily joined the firm in 2009 and serves as a Senior Client Service Associate in the New York office. Education & Credentials BA, University of Richmond, Political Science and International Studies

Oct 16 2019

Love0

Jack Swikart, CFP®

Jack joined the firm in 2019 and serves as a Senior Advisor Associate, assisting multiple advisors with all aspects of the financial planning process. While in school, he served as Captain and President of the Sailing Team and was awarded several Honors for his role in the Intercollegiate Sailing Association. Previous Experience Associate Financial Consultant at Charles Schwab Client Relationship Specialist at Charles Schwab Financial Representative at Network 1 Securities Education & Credentials BS, University of Pennsylvania – The Wharton School of Business, Economics Certified Financial Planner™ Series 7, 63, and 65 Licenses NY/NJ Health Insurance Licenses Certified…

Oct 16 2019

Love0

Michele Suligoj

Michele joined the firm in 2009 as an Operations Associate and since has held a variety of operations roles with increasing responsibility. Now as a senior vice president of the firm, he supervises the Data Operations team. Previous Experience Operations Associate at Sontag Advisory Manager of Operations at Sontag Advisory Education & Credentials BS, Bentley University, Finance

Oct 16 2019

Love0

Hoyt Stastney

Hoyt joined the firm in 2016. In his role as General Counsel, he oversees all legal functions for the firm and heads up strategic initiatives, including the firm’s M&A activities. He previously spent more than 19 years as a partner in the Milwaukee office of the national law firm of Quarles & Brady, where he served as the chair of the Investment Management Practice group and focused on securities, investment management, mergers and acquisitions, corporate finance, and financial institutions. He has extensive experience counseling boards of directors and executive officers at public and private companies regarding complex corporate governance and…

Oct 16 2019

Love0

Martha Staniford

Martha joined the firm in early 2003. Martha serves as a senior advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax management and estate planning into a comprehensive financial/investment strategy. She is an active volunteer and currently serves on the board of the Petey Greene Program and the Zoning Board of Appeals in Connecticut. Previous Experience Executive Director at CIBC Oppenheimer’s Private Client Division creating the Wealth Management Alliance (WMA) program, a virtual family office Managing Director at Bankers Trust Company/Alex Brown Managing Director at BT Brokerage Managing Director & Head of Latin…

Oct 16 2019

Love0

Richard Yam, J.D.

Prior to joining the firm in 2018, Rich’s legal practice was focused on estate and tax planning, long term care planning, and estate and trust administration. At Wealthspire Advisors, he advises clients on their estate and tax planning needs, identifying possible strategies to transfer wealth efficiently and protect assets. Because of his background, Rich acts as the client’s estate planning consultant, translating complex legal documents like Wills and trusts so the client understands what the document achieves. He works with a client’s estate planning attorney to simplify the process for both the client and the client’s attorney. He also oversees…

Oct 16 2019

Love0

Michael Price, CFA®

Michael joined the firm in 2009 and is a member of the investments team. His responsibilities include managing the firm’s trading operations, research on current and prospective investments, portfolio analysis, and asset allocation. Prior to joining the investment team, Michael worked in the billing and finance department, and started as an intern working with the firm’s former Chief Compliance Officer. Previous Experience Finance and Billing Associate at Sontag Advisory Compliance Intern at Sontag Advisory Education & Credentials BS, SUNY Buffalo State, Business Administration MBA, The Lubin School of Business at Pace University CFA® Charterholder

Oct 16 2019

Love0

Marilyn S. Napoli, CFP®

Marilyn Napoli joined the firm after a long and successful career at well-renowned wealth management firms, including U.S. Trust and Neuberger Berman. Marilyn specializes in working with multi-generation families, providing integrated wealth management services anchored in financial planning. In collaboration with her clients, she develops solutions that enhance their wealth, smoothing intergenerational wealth transitions. She has worked with some of these same families for nearly 20 years, demonstrating both her commitment to the highest level of client service and the value they find in her work. Over two decades, she has worked with business owners and senior managers, professionals in…

Oct 16 2019

Love0

Greg Newman

Greg joined the firm in 2012, and is responsible for Billing, Accounts Payable, Accounts Receivable, and other general aspects of accounting. Previous Experience Accounting Clerk at Concierge Choice Physicians Education & Credentials BS, Lebanon Valley College, Accounting MS, Queens College, Accounting

Compliance

Quick Access