Matthew Ticotsky
Matthew serves as an advisor associate in our West Hartford, CT office, joining the team full time after completing the ...
Yadeiri Luzon
Yadeiri serves as a client operations associate and is based in our West Hartford, CT office. She brings over six ...
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 ...
Christopher Izmirlian
Chris plays a dual role for Wealthspire, serving as the lead on many firmwide and national growth initiatives while also ...
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 ...
