Melville Office
Our Melville Team
Eric Bernstein, CAIA®
Managing Director
Michael Bongiorno, FPQP®
Senior Advisor Associate
Molly Bowe
Advisor Associate
Kerry Bragg
Assistant Vice President, Client Service
Michael Bueti, CFP®
Vice President
Starr Cappetta
Assistant Vice President, Client Service
Christopher Castellano, CFP®, CPA
Managing Director, Region Leader
Callahan Ceplenski, CFP®
Vice President
Nick Crapanzano
Client Service Associate
Barbara Fried
Client Service Associate
Josh Goldsmith, CPA
Senior Vice President, Head of Family Office Accounting
Lyndsey Gorham
Senior Vice President
Margaret Iamunno
Managing Director, Head of Client Service
Frank J. Lavrigata, CFP®
Managing Director
Angela Loffredo
Vice President, Client Service Lead
Frank P. Marzano, CFP®, CPA
Managing Director, Head of Wealthspire Sports and Entertainment (WSE)
Katarina Obermaier, CFP®
Senior Advisor Associate
Vincent Pecoraro, FPQP®
Senior Advisor Associate
Charles Scarallo, CFP®, CPA
Managing Director
Liz Sforza
Senior Client Service Associate
Liam Smith
Advisor Associate
Taylor Stathis, CFP®
Senior Vice President
Shannon Thieke
Advisor Associate
Rosemary Timoney, CFP®
Senior Vice President
Ian Weinberg, CFP®
Managing Director
Jared Wolfe, CPA, CFP®
Assistant Vice President
Alyson Woolbright, FPQP®
Senior Client Service Associate
Patrick Wren
Managing Director