Welcome StratWealth team and clients! Learn more here.

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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Jay Weinstein

Jay Weinstein, CFA®

Jay joined the firm in 2015 through the acquisition of a predecessor firm and is based in Potomac, MD. He has over 32 years of experience advising investors, primarily as a value equity investor. Jay is a member of our Investment Committee where he plays a leading role in evaluating all equity investments. He’s been cited in publications including Kiplinger’s, The Wall Street Transcript, and Investor’s Business Daily, as well at The Washington Post and Washingtonian Magazine. Previous Experience Managing Director at Highline Wealth Management President at Oak Forest Investment Management Education & Credentials BA, Harvard University, General Studies with…
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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

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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Jill Cockerham

Jill Cockerham

Jill joined Wealthspire in 2016 and oversees all marketing, communications, and branding efforts for the firm. Working previously in both architecture and real estate, she has developed specialized expertise in marketing for professional services industries, offering perspective on consistent brand identity and clear communication. A third generation Washingtonian, Jill lives in Falls Church with her husband and also enjoys lending her graphic skills to both her church and her family’s retail garden center in Fairfax, VA. Previous Experience Marketing Coordinator at Bowie Gridley Architects Marketing Coordinator at McEnearney Associates Education & Credentials BA, University of Virginia, Economics and Music Certificate…
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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. As a student in Loyola University Maryland, Emily was a member of the Honors Program, served as Vice President of her school’s chapter of the National Communications Honors Society (Lambda Pi Eta), and supported Campus Ministry as the Social Media and Website Manager, also overseeing her major’s capstone program as an account executive. Now living in Silver Spring, MD, Emily enjoys traveling and…
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