Oct 15 2019
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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 Chair of the…
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Oct 15 2019
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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…
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Oct 03 2019
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Max Meltzer

Max Meltzer, CFP®

Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max delivers customized financial solutions to high net worth clients and select institutions. Max also plays an instrumental role in the business development efforts of the firm. He finds it particularly rewarding to work with charitably inclined families as well as individuals that represent the second generation of family owned and operated businesses. Outside of his professional work, Max is equally dedicated to his growing family and giving back to the local community. Max and his wife Tai reside in Rockville…
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Oct 03 2019
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Chris Owens

Christopher Owens, CFP®

Chris joined the firm in 2017, bringing with him a decade of experience in the financial industry. After spending a year working with the firm’s investment operations team, Chris transitioned to the position of senior advisor associate, allowing him to work more directly with the financial plans of clients. As a Certified Financial Planner™, Chris works to support client relationships, assisting with the development and implementation of financial plans and investment portfolios. In his free time, Chris competes in ultra-endurance events, most recently completing the Ironman Maryland triathlon and JFK50 Ultramarathon. He uses the lessons learned from these events to…
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Oct 03 2019
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Bill Schwartz

Bill Schwartz, CPA, CFP®

Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member of the Investment Committee. He has extensive experience in developing individual tax, investment, and financial planning strategies. Bill has lectured to large employee groups and has been quoted in financial publications as well as The Washington Post. He is a member of the American Institute of Certified Public Accountants, the Financial Planning Association, Virginia Society of Certified Public Accountants, and a Board Member on the CFP® Board Business Model Council. Previous Experience Managing Director & Principal at Highline Wealth Management…
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Oct 03 2019
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Michele Walthert

Michèle Walthert, CFP®, CRPC®

Michele joined the firm in 2011 and currently serves as co-head of the Potomac, MD office. Michele has almost two decades of experience addressing the unique and complex financial needs of high net worth executives, retirees, and families. In her role, she has developed a specialty working with clients going through life changes, such as retirement, divorce, and widowhood. Michele formerly chaired the firm’s Financial Planning Committee and is now a member of the Advisor Council. Previously, Michele was a senior financial advisor with the Global Wealth Management Group at Merrill Lynch where she worked for ten years. Previous Experience…
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Oct 02 2019
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Ashley Iddings

Ashley E. Iddings, CIMA®, CPWA®

Ashley is a Managing Director and co-head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and its predecessors since 2008, and has almost 20 years of experience in the wealth management industry. In her role as an advisor, she specializes in coordinating the financial affairs of individual clients and client families, with a strong emphasis on thoughtful and attentive service. She is an active member in the Investments and Wealth Institute, serves as finance chair at Chevy Chase United Methodist Church, and sits on the Professional Advisors Council of the Greater Washington Community Foundation. Previous Experience…
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Oct 02 2019
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Olivia Hsu

Olivia Hsu, CFP®

Olivia is an advisor associate working out of the firm’s Potomac, MD office. She took on this role after a position as a wealth management intern in the summer of 2018. In this new role, Olivia is responsible for carrying out the day-to-day tasks for clients, supporting wealth advisors as part of a team, and helping maintain focus on the goals of clients. In her time as an intern, Olivia rebalanced portfolios, reviewed and procured investment data and analyses, and helped facilitate client-advisor communications. While attending Virginia Tech, Olivia served as a managing member of BASIS, a student-run fixed income…
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Oct 02 2019
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Emily Kurisky

Emily Kurisky

Emily is a Senior Marketing & Communications Associate working out of Wealthspire’s Potomac, MD office. Assuming the role after a summer internship in 2018, Emily is responsible for supporting client engagement, firm communications, content creation, and branding. Previously as an intern, Emily supported the marketing department by creating engaging blogs for a young audience, studying the firm’s client experience, and providing recommendations for how to improve it. Residing in Washington, D.C., Emily enjoys traveling, cooking, and playing tennis in her free time. Previous Experience Marketing & Communications Intern at Bronfman Rothschild Social Media and Website Manager at Loyola University Maryland,…
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