Jan 24 2022
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Rick Van Benschoten

Richard P. Van Benschoten, CFP®

Rick currently serves as Executive Vice President, Business Development, and draws on more than 30 years of experience in managing wealth and investments for clients. He was a founding partner of Lenox Advisors and previously served as CEO of Lenox Wealth Advisors. He is a frequent event speaker and is often sought out by various media such as Forbes, Worth, CNN, CNBC, and others for his insights and opinions. Rick earned his bachelor’s degree in Finance from Lehigh University and a master’s in Real Estate Development from New York University. He also holds the CERTIFIED FINANCIAL PLANNER™ designation. Fueled by…
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Jan 24 2022
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Sam Fishelberg

Samuel Fishelberg, CFP®

Working with clients collaboratively, Sam designs financial plans that encompass each family’s unique retirement, estate, and investment planning needs, bringing creative solutions to the table that help develop their financial goals while giving them more time to focus on enjoying the things that matter. He brings over a decade of industry experience and holds the CERTIFIED FINANCIAL PLANNER™ designation, in addition to FINRA Series 7 and 66 licenses. Previous Experience Senior Wealth Strategy Associate at UBS Associate at Winged Keel Group Senior Financial Planner at Goldman Sachs Education & Credentials BBA, University of California – Riverside, Finance, minor in economics…
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Jan 06 2022
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Stephany Fryman

Stephany Fryman

Stephany joined the team at the start of 2022 in an Advisory Technology role, supporting the internal data and technology department by developing and overseeing the firm’s CRM software. She brings extensive experience in business analysis and technology, most recently serving as a CRM Business Analyst for PharMerica. Born and raised in Kentucky, Stephany currently resides in Louisville and enjoys traveling in her spare time. She is also a fan of Broadway and the performing arts, and loves attending concerts and festivals. Previous Experience CRM Business Analyst at PharMerica Dynamics Migration Training at LINAK CRM Business Coordinator at LINAK U.S.,…
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Dec 21 2021
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Ani Iyengar

Ani Iyengar

Ani joined the firm’s Investment team as an associate based in our NYC office after graduating from Tufts University earlier this year. In this role, he supports the broader team by focusing on capital markets research, asset allocation, and fund manager due diligence. Ani brings a diverse internship background, having held positions in corporate finance, business research, testing, and implementation. During his time in school, he was also part of Tufts Financial Group as a Portfolio Committee Analyst, served as an Assistant Tennis Coach, and studied abroad in Barcelona for a semester. Currently residing in Massachusetts, Ani is a big…
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Nov 29 2021
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Nate Richardson

Nate Richardson

Nate serves as an advisor associate in our New York office, supporting the broader advisor team in financial planning, investment strategies, and management of client relationships. He was previously a summer intern for Wealthspire before graduating from SUNY – Geneseo in May 2021. While in school, he was a member of the Economics team of the Student Managed Invest Fund and was part of the CFA Research Challenge team. Originally from Pittsford, NY, Nate now resides in the city and enjoys hiking and spending time outside in his spare time. Previous Experience Wealth Management Intern at Wealthspire Advisors Quality Control/Mechanic…
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Oct 26 2021
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staff

Chandra Dindial

Chandra is a Senior Client Operations Associate based in our New York City office where she supports the wider operations team by helping to manage and complete incoming tasks, processing accounts, and maintaining client data. She has more than 20 years of experience in the brokerage industry and back-office operations, most recently as a project/program analyst for JP Morgan. In her spare time, Chandra enjoys spending time with her family and working on projects around her home. Previous Experience Project/Program Analyst, Resolution and Recovery at JP Morgan Securities LLC Supervisor, Regulatory Reporting Group at JP Morgan Chase & Co. Project…
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Oct 25 2021
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Ben Sullivan

Benjamin Sullivan

Ben is an advisor associate in our New York office, supporting advisors by helping to serve clients and assist in every step of the financial planning process. He is a graduate of Villanova University and previously worked as an intern for Wealthspire Advisors & Beacon Bridge Wealth Partners, where he learned about firm processes and managing client relationships. During his time in school, Ben was an active member of the Real Estate & Corporate Finance Society and volunteered both as Events Chair for Student Advancement and for Special Olympics. Originally from Long Island, NY, Ben likes all things cars-related, and…
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Oct 21 2021
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John Burns

John R. Burns, J.D.

John is a Senior Advisor Associate in the firm’s New York City office, where he supports the broader advisor team in managing client relationships and assisting in the financial planning process. Having earned his Juris Doctor in 2019 from American University, John brings several years of experience in various law, government, and accounting roles. Originally from Kennebunk, Maine, John attended school in Washington, D.C., and now resides in New York City. Outside of work, he is an avid soccer player and fan of Manchester United, has a passion for history, and enjoys fishing, boating, and plane spotting. Previous Experience Tax…
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Aug 04 2021
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Pahola Jara

Pahola Jara

Pahola is a Senior Associate on the Client Operations team, where she supports the advisors based in our New York office by processing incoming client requests and other administrative tasks. Before joining the team, she worked for over a decade as both a Senior Account Executive and Operations Specialist at FGI Worldwide LLC. Born in New Jersey, Pahola now resides in Brooklyn, New York and is proud to be a three-time marathon runner. Previous Experience Senior Account Executive – Operations at FGI Worldwide LLC Operations Specialist at FGI Worldwide LLC Education & Credentials BA, Pace University, Communication & Media Studies
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Aug 04 2021
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Megan John

Megan John, CFP®

Megan serves as a Client Service Associate in our New York office, helping advisors with day-to-day management of client relationships and supporting the broader team. She previously worked as an administrative assistant for a private family office in New York and is a freelance bookkeeper for various businesses. A native of Ohio and graduate of the Cleveland Institute of Art, she now resides in New York City and enjoys the arts in her spare time. Previous Experience Administrative Assistant, Private Family Office Bookkeeper, Freelance Education & Credentials BFA, Cleveland Institute of Art, Ceramics Certificate in Financial Planning, New York University…
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