Sean Heyman

Sean Heyman

Sean is a Client Service Specialist based in the San Rafael office. He brings over four years of experience in wealth management, having previously held client service and operations positions at Bank of America / Merrill Lynch. Before entering the industry, Sean also spent a decade in various marketing and digital media roles. Currently residing in Corte Madera, CA, Sean enjoys traveling, writing, and fitness. Previous Experience Registered Wealth Management Client Associate at Bank of America / Merrill Lynch GWIM Senior Operations Representative at Bank of America / Merrill Lynch Education & Credentials College of Marin, Business Administration Series 7…
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Kadeidra Honey-Brooks

Kadeidra Honey-Brooks, J.D.

Based in our San Rafael, CA office, Kadeidra serves as a Senior Vice President on the Trusts & Estates team, supporting family office and UHNW clients and their advisors across the firm. Kadeidra earned her J.D. from Washington University School of Law and holds a master's degree in Organizations and Leadership from the University of San Francisco. Working for seven years in the education sector before law school, she started her career in-house at U.S. Trust, Bank of America Private Wealth Management in New York upon graduation, where she advised ultra-high-net-worth clients on effective preservation and transfer of assets. She…
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Kristin Economou

Kristin Economou

Kristin is a Client Service Specialist based in the San Rafael office. A seasoned administrative professional, Kristin has spent over a decade in various operations and customer service roles, most recently serving as a client services assistant for O'Donnell Financial. Residing in San Rafael, CA, Kristin enjoys trail running in Marin County, spending time with her two girls, and visiting family in St. Helena. Previous Experience Client Services Assistant at O'Donnell Financial Operations Assistant at Treemasters Office Manager at Charter Properties Finance Coordinator at Bayside Marin
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Paul Sturm

Paul Sturm

Paul Sturm is Director of IT and is based in the San Rafael office. Paul is responsible for helping to ensure the firm’s technical infrastructure and operational environments are running smoothly. He is also focused on enhancing and strategizing the firm’s technology through research, assessment, and thoughtful integration. Previously, he was the President of a computer network support company and the owner of an IT firm. Paul’s unique sense of humor combined with his technical skills have made for some memorable pranks on his fellow teammates. Previous Experience Director of IT at Private Ocean Wealth Management Education & Credentials Santa…
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Amanda Fox

Amanda Fox, MBA, CFP®

Amanda Fox is a Vice President and Advisor in the San Rafael office. She believes a thoughtful advisor helps you crystallize what matters most in life. She's an outside partner who creates financial plans that hone in on your priorities, dreams, and moon-shot goals. Real wealth is the opportunity to focus on life's possibilities, and then act on it. Given Amanda's background in start-up incubation, impact investing, and venture philanthropy, it's no surprise that she loves working with business owners and anyone enthusiastic about the opportunity to use their capital, expertise, or time to ignite positive change in the world.…
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Diane Cauchois

Diane Cauchois

Diane Cauchois is a Senior Associate on the Investments team based in the San Rafael office. She is a portfolio manager and handles trading. As a member of the Investment Operations team, Diane’s passion for numbers and sharp attention to detail is an incredible asset as she reviews and monitors client accounts. A transplant from Paris, France, she previously worked as a Junior Consultant in fund raising & development capital at Chausson Finance. Diane has been with the firm since 2016. Aside from her mathematical skills, Diane’s nurturing nature has made her the resident green thumb at Wealthspire. Her love…
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Dave Scuitto

Dave Scuitto

Dave Scuitto is a Senior Client Service Specialist based in the San Rafael office. Dave has served in the financial services industry for the past 17 years, most recently as a Client Relationship Specialist at Brouwer & Janachowski. He joined the team in 2018 and in his spare time, he enjoys fishing locally for largemouth bass and gardening. Previous Experience Senior Client Service Specialist at Private Ocean Wealth Management Education & Credentials BS, University of California, Managerial Economics
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Rudolph J. Cervetto III

Rudolph “Joe” Cervetto is a receptionist based in the San Rafael office. Joe knows how to make a first impression. As the first point of contact at Wealthspire's San Rafael office, he is adept at understanding clients’ needs and quickly ensuring they are met with professionalism and care. Previously, he worked as a PR strategist and office administrator for Christopher Salon & Home. He enjoys working with fine companies that focus on client service and that go above and beyond in their service. Joe is a San Rafael native who grew up in Terra Linda. He is deeply committed to…
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Greg Friedman

Greg Friedman, MS, CFP®

Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors and the West Region Leader. Formerly the co-founder and CEO of Private Ocean Wealth Management, as well as the co-founder of Junxure CRM, Greg has served the financial services industry for over three decades as a champion for advisors and an advocate for innovative financial technology. He has won countless awards for his work, including the Schwab IMPACT® award for Best-in-Tech in 2007. Greg was also recognized in InvestmentNews' 2017 Class of Icons and Innovators for his contribution to the advancement of the financial advice profession and for conceiving new ideas and…
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Chip Pyfer

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Chip Pyfer is a Managing Director and Advisor in the San Rafael office. Chip has held positions in several high-profile investment advisory and tax firms and at Wealthspire he brings an extensive background in family wealth and independent financial planning, investment management, executive compensation, retirement planning, and risk management analysis. He also has a deep working knowledge of portfolio optimization and concentrated equity positions. Chip enjoys building personal relationships with his clients and in listening to their unique experiences he is able to focus on finding the right planning solutions to help improve outcomes. His mission is to understand the…
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