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 ...
Ebony Montesino
Ebony Montesino joined the firm in April 2017 in an office management role before transitioning to the wealth advisory team ...
Lynette Monegro
Lynette joined the firm in 2018 as a client operations associate, but recently transitioned to her new role as a ...
Sacha Lutchman
Sacha joined the firm in 2014 and serves as an Assistant Vice President on the Data Operations team. She is ...
Donna Levy
Donna Levy is a Managing Director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She ...
Richard Krivonozka
Richard joined the firm in 2012 and currently serves as senior vice president of Data Management. He is responsible for ...
Connor Holly
Connor joined the firm in 2014 and serves as an Assistant Vice President on the Data Operations team. He is ...
Gail Harris, CFP®, CIMA®, CExP™
Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and ...
Zachary Gering, CFP®
Zachary Gering is a Managing Director, financial advisor, and also serves as the New York Office Leader. Zach serves business ...
Anora Gaudiano, CFP®
Anora is a financial advisor in our New York office. Her clients are successful individuals, couples, and families who share ...
Craig Fasano, J.D.
Craig has over 20 years of experience in the wealth management industry. He joined the firm in 2003 as an ...
Eric Dostal, J.D., CFP®
Eric is a seasoned financial professional who has been dedicated to helping his clients take control of their financial lives ...
