Yadeiri Luzon
Yadeiri is a receptionist and office administrator for our West Hartford, CT team, coordinating day-to-day office affairs, assisting with client ...
Camila Bentos
Camila is an advisor associate based in our New York office, where she supports both the NYC and West Hartford ...
Chrislyn Williams
Chrislyn serves as a Client Service Associate for the West Hartford team and brings over 14 years of experience in ...
Mary Rose Cusick
Serving as a Senior Client Service Associate for the West Hartford, Conn. office, Mary Rose joined the team in 2020 ...
Samantha Powers
Samantha serves as a senior associate on the Advisory Technology team, and is based in our West Hartford, CT office. ...
Christopher Izmirlian
Chris is a Marketing Manager for the Northeast, serving as the main point of contact for regional offices, creating regional ...
Jared Costigan, CFP®
Jared joined the firm in 2021 and serves as an Advisor Associate in our West Hartford, CT office. He works ...
Julie Lisischeff
Julie has been with the firm and its predecessors since 2014, joining Wealthspire through the acquisition of Private Capital Group. ...
Marc E. Austin, CFP®, CPA
Marc joined the Wealthspire team through the acquisition of Private Capital Group, serving as a Financial Advisor and Investment Advisor ...
Amy Miller, CFP®, CDFA®
As a financial advisor, Amy serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees ...
Benjamin D. Kille, CFP®, CIMA®, AIF®
Ben brings over 30 years of experience in the financial industry to his work as an advisor. He joins the ...
