Welcome StratWealth team and clients! Learn more here.

Karen Smith

Karen Smith

Karen joined the firm in 2018, bringing with her more than a decade of operational experience in the financial industry. Previously, Karen served as Associate Director of Operations at Convergent Wealth, LLC, where she coordinated and implemented complex operational projects for the firm’s ultra-high net worth clientele. More recently, she worked with the Montgomery County Employee Retirement Plans as an Investment Compliance Analyst prior to transitioning to her role here as Vice President of Client Operations. In her free time, Karen enjoys horseback riding and spending time with her family. Previous Experience Investment Compliance Analyst at Montgomery County Employee Retirement…
Read More
Emily Platt

Emily Platt, CFP®

Emily joined the firm as a client associate in 2017 after completing her undergraduate degree in Finance at James Madison University. While at JMU, Emily served as a member of the Madison Investment Fund, helping to manage a long-only equity portfolio within the University’s endowment. She spent two summers as an investment banking analyst with Wells Fargo Securities, contributing industry research and modeling pro forma financials for mergers and acquisitions. In November 2018, Emily transitioned to an internal investment role, supporting the firm’s Chief Investment Officer. As a member of this team, Emily is focusing on asset allocation, manager research…
Read More
Chris Maxey

Chris Maxey, CAIA

Chris joined the firm in 2018 to add depth to the internal investment research function, bringing expertise in portfolio construction, asset allocation, and money manager research and due diligence. Previously working as a portfolio manager with both Steben & Company and Fortigent, he has extensive experience in manager due diligence and risk management, which he now utilizes to provide tailored investment strategies to meet a broad range of client needs. As part of the firm’s investments team, Chris provides ongoing guidance and expertise in capital markets to wealth and retirement advisors. A Northern Virginia native, Chris lives in Vienna, VA…
Read More
Ted Leasure

Ted Leasure

Ted Leasure joined the firm in 2017 along with a team from Capital Fiduciary Advisors, where he served as a financial advisor and managing director. Prior to his time with Capital Fiduciary Advisors, Ted worked as a financial representative with Wells Fargo Advisors (formerly Wheat First), where he was able to provide personalized service to clients for 20 years. Ted also previously worked as a senior financial representative for Fidelity Investments, conducting various seminars and workshops on topics such as diversification, estate planning, and asset management, and for Thomson McKinnon Securities on Wall Street. Ted earned his bachelor’s degree in…
Read More
Dmitriy Katsnelson

Dmitriy Katsnelson

Dmitriy joined the firm in 2015 through the acquisition of Highline Wealth Management, bringing more than fifteen years of experience in financial services. Since 2005, he has focused solely on providing solutions to financial advisors encompassing money manager due diligence and asset allocation. Prior to joining the firm, he was the Chair of Strategic Investment and Asset Allocation Committees with Fortigent/LPL Financial, where he was responsible for overseeing more than $3 billion in discretionary managed models. Previous Experience Strategic Investment Chair/Senior Analyst, Research at LPL Financial (formerly Fortigent LLC, formerly Lydian Wealth Management) Analyst at Harley-Davidson Motor Company Assistant Analyst…
Read More
Chris Kiessling

Chris Kiessling, CFP®, BFA™

Chris has been with the firm and its predecessors since 2010, and has almost a decade of experience in the financial industry. Now serving as an advisor in our Potomac office, he has worked with affluent families as a financial professional for over five years. His experience in the many aspects of wealth management helps his clients navigate a path to meet their financial goals. Previous Experience Senior Wealth Advisor at Bronfman Rothschild Associate at Highline Wealth Management Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Certified Financial Planner™ Series 65 license     Certified Financial Planner…
Read More
Eran Goudes

Eran Goudes, CFA®, CFP®

Eran Goudes joined the firm in 2018 and has nearly nine years of experience in the financial industry. Prior to joining Wealthspire Advisors, Eran managed over $250 million in client assets, as well as researched and evaluated equity and fixed income investment managers. Eran is dedicated to helping clients meet their financial goals by using a holistic and customized approach to financial planning and investment management, while ensuring a high level of service and trust. Originally from Israel, Eran moved to Washington D.C. in 2005. From 1996 to 1999, he served in Israeli Airforce’s anti-aircraft division, where he trained new…
Read More
Robin Dobbs

Robin Dobbs, CFP®

Robin joined the firm in 2015 through the acquisition of Highline Wealth Management. She began her career with Highline Wealth Management in 2008 and has worked closely with high net worth families and institutions toward achieving their financial goals. Robin uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning for the future while fostering a strong partnership based on trust, confidence, and a high level of service. Previous Experience Associate at Highline Wealth Management Account Manager at Household Title & Escrow, LLC Education & Credentials BS, University of Florida, Finance Certified Financial Planner™…
Read More
Scott Brody

Scott Brody

Scott has been with the firm and its predecessors since 2013 and has 30 years of experience in the financial services industry. For most of those 30 years, he was a Managing Principal at Alpha Capital Research (ACR), a Multi-Family Office investment advisory firm. At ACR, Scott co-managed a fund of hedge funds from 1998 to 2019, where he concentrated on manager research, asset allocation, and portfolio construction. Scott currently focuses his time at Wealthspire on building client relationships and working with investment teams to deliver objective and unbiased financial planning advice.   Scott also serves as Vice-Chair of the…
Read More
Kevin Smith

Kevin Smith, CFP®

Kevin Smith joined the firm in 2018 and has over a decade of experience in the financial services industry. Prior to joining Wealthspire Advisors, Kevin worked as Associate Director at Convergent Wealth Advisors, delivering comprehensive advice to high net worth clients, before transitioning to the position of Wealth Strategist at PagnatoKarp. Kevin brings his thorough experience with the firm’s technology partners to help create Wealthspire Pathways, a hybrid wealth management offering which incorporates a streamlined investment solution focusing on client’s life goals and using personalized financial planning. Originally from Westchester, New York, he currently resides with his wife in Melbourne…
Read More