New York Office
Our New York Team
Devanshu Amin, CFP®
Senior Advisor Associate
Maddy Bowles, CFP®
Vice President
Kevin Brady, CFP®
Senior Vice President
Steven Broadhead
Vice President, Client Service Manager
Brendan Burke
Client Service Associate
John Burns, JD, CFP®
Assistant Vice President
Besa Capri
Senior Client Service Associate
Stephanie Carmel, CFP®, CDFA®, MBA
Vice President
Christopher Castellano, CFP®, CPA
Managing Director, Region Leader
Erin Chausse
Client Service Associate
Melby Chow
Client Service Associate
Justin Cone, CFA
Vice President
Stephane de Brechard
Advisor Associate
Michael Delgass, JD
Managing Director, Region Leader
Eric Dostal, JD, CFP®
Managing Director
Emi Duarte
Client Service Associate
David Edwards, MBA
Managing Director
Craig Fasano, JD
Managing Director
Samuel Fishelberg, CFP®
Senior Vice President
Dylan Fox
Client Service Associate
Spencer Friedman, CFP®, CRPC®
Advisor Associate
Anora Gaudiano, CFP®
Vice President
Zachary Gering, CFP®
Managing Director
Angela Giombetti
Chief Marketing Officer
Holly Happ
Client Service Associate
Pahola Jara
Senior Associate, Onboarding Specialist
Evan Kassimir, ASPPA, CFP®
Senior Vice President
Randy Kaufman
Senior Vice President
Thomas J. Kavanagh, CFP®, CPWA®
Senior Vice President
Maeve Killackey
Client Service Associate
Sasha Knapp
Senior Client Service Associate
Sonia Kraus, FPQP®
Assistant Vice President
Mike LaMena, AIF®
Chief Executive Officer
Donna Levy
Managing Director
Sara Lubanski
Advisor Associate
Andrew Macaleer, CFA
Senior Vice President
Frank P. Marzano, CFP®, CPA
Managing Director, Head of Wealthspire Sports and Entertainment (WSE)
Dominick Matteo, CFP®
Assistant Vice President
Brian Sean McAuliffe
Managing Director
Pietro Messina, CFP®
Vice President
Alexander Milley
Advisor Associate
Lynette Monegro
Senior Client Service Associate
Ebony Montesino
Senior Client Service Associate
Veronica Moo
Executive Vice President, General Counsel
Matthew Moser, CFP®
Assistant Vice President
Marilyn Napoli, CFP®
Senior Vice President
Carl Nelson
President
Matthew Oliveira
Advisor Associate
Sarah Pascucci
Client Service Associate
Brent Perkel
Executive Vice President, Head of Corporate Development
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
Pooja Roka
Client Service Associate
Ally Rosenbaum
Advisor Associate
Stacey Rosenson, CFP®
Senior Vice President
John Schachtel
Advisor Associate
Karenna Schneider
Client Service Associate
Joseph Scime, CFA, CFP®
Managing Director
Vicky Shi
Assistant Vice President, Client Service Manager
Joshua Shoshan, CFP®, APMA™, CEPA®
Senior Vice President
Nataly Sogoloff
Chief People Officer
Eric Sontag, CFA
President, Private Client
Howard Sontag
Managing Director
Benjamin Sullivan, CFP®
Assistant Vice President
Richard Van Benschoten, CFP®
Executive Vice President, Business Development
Virgil Wallace
Associate, Resource Specialist
Travis Walters
Vice President, Client Service Manager
Andrew Weissman, JD, CFP®
Senior Vice President
Michael Zeitler, CFA
Assistant Vice President