New York Office
Our New York Team
Maddy Bowles, CFP®
Vice President
Kevin Brady, CFP®
Senior Vice President
John Burns, JD, CFP®
Assistant Vice President
Stephanie Carmel, CFP®, CDFA®, MBA
Vice President
Justin Cone, CFA
Vice President
Eric Dostal, JD, CFP®
Managing Director
David Edwards, MBA
Managing Director
Craig Fasano, JD
Managing Director
Samuel Fishelberg, CFP®
Senior Vice President
Anora Gaudiano, CFP®
Vice President
Zachary Gering, CFP®
Managing Director
Randy Kaufman
Senior Vice President
Thomas J. Kavanagh, CFP®, CPWA®
Senior Vice President
Sonia Kraus, FPQP®
Assistant Vice President
Donna Levy
Managing Director
Andrew Macaleer, CFA
Senior Vice President
Dominick Matteo, CFP®
Assistant Vice President
Brian Sean McAuliffe
Managing Director
Pietro Messina, CFP®
Vice President
Matthew Moser, CFP®
Assistant Vice President
Marilyn Napoli, CFP®
Senior Vice President
Aviva Pinto, CDFA®, CDS®
Managing Director
Gregory Reynholds
Managing Director, Head of Intermediary Business
Nate Richardson, CFP®
Assistant Vice President
Casey Riviezzo, CFP®
Assistant Vice President
Stacey Rosenson, CFP®
Senior Vice President
Joshua Shoshan, CFP®, APMA™, CEPA®
Senior Vice President
Howard Sontag
Managing Director
Benjamin Sullivan, CFP®
Assistant Vice President
Richard Van Benschoten, CFP®
Executive Vice President, Business Development
Andrew Weissman, JD, CFP®
Senior Vice President
Michael Zeitler, CFA
Assistant Vice President
Devanshu Amin, CFP®
Senior Advisor Associate
Steven Broadhead
Vice President, Client Service Manager
Besa Capri
Senior Client Service Associate
Erin Chausse
Client Service Associate
Stephane de Brechard
Advisor Associate
Emi Duarte
Client Service Associate
Dylan Fox
Client Service Associate
Spencer Friedman, CFP®, CRPC®
Advisor Associate
Holly Happ
Client Service Associate
Pahola Jara
Senior Associate, Onboarding Specialist
Maeve Killackey
Client Service Associate
Sasha Knapp
Senior Client Service Associate
Sara Lubanski
Advisor Associate
Yadeiri Luzon
Associate, Onboarding Specialist
Alexander Milley
Advisor Associate
Lynette Monegro
Senior Client Service Associate
Ebony Montesino
Senior Client Service Associate
Matthew Oliveira
Advisor Associate
Sarah Pascucci
Client Service Associate
Ally Rosenbaum
Advisor Associate
John Schachtel
Advisor Associate
Karenna Schneider
Client Service Associate
Vicky Shi
Assistant Vice President, Client Service Manager
Virgil Wallace
Associate, Resource Specialist
Travis Walters
Vice President, Client Service Manager
Christopher Castellano, CFP®, CPA
Managing Director, Region Leader
Michael Delgass, JD
Managing Director, Region Leader
Evan Kassimir, ASPPA, CFP®
Senior Vice President
Frank P. Marzano, CFP®, CPA
Managing Director, Head of Wealthspire Sports and Entertainment (WSE)