Windsor Office
Our Windsor Team
Gregory Adams, ChFC®
Managing Director
Abbas Akbar
Advisor Associate
Gianluca Joseph Albert
Advisor Associate
Scott Boulton, AIF®
Managing Director
Jeffrey Capone
Managing Director
Richard Carey, CFA®
Vice President
Michael Chase
Managing Director - Head of Endowments and Foundations
Christian Coleman
Managing Director, Enterprise Growth
Joseph Diogostine
Manager
Daniel Duffy, AIF®
Associate Vice President
Tracey Flynn
Senior Vice President
Jessica Flynn
Manager
David Fontaine
Associate Vice President
Devon Francis, CIMA®, CSRIC®
Managing Director
Matthew Fratini
Senior Vice President
Ryan Gardner
Managing Director
Laura Gineo
Vice President
Michael Goss
Chief Revenue Officer, President Wealthspire Institutional
Lucas Hannegan
Associate Vice President
Sean F. Harding
Advisor Associate
Austin Herzy
Manager
Andre Joyner
Advisor Associate
Christopher Kachmar, CFA®
Managing Director
Matthew Kaminski, CFA®
Managing Director, Head of Manager Research
Mike Kopec
Senior Advisor Associate
Calla Loehr
Advisor Associate
Daniel Lojko
Associate Vice President
Rob Lowry, CFA®
Senior Vice President, Investments
Katherine Marino
Senior Vice President
Sean McCaffery, CFA®
Senior Vice President, Investments
Peter Nadeau, ARPC
Managing Director
Timothy Ng
Senior Vice President
Evan Paretti, CFA®
Manager
Karen Paulson, CIMA®, PRP
Managing Director
Kathryn Pizzi, CFA®, ASA, MAAA
Managing Director, Head of Defined Benefit
Tyler Polk
Managing Director
Christopher Rowlins
Managing Director
Zhee Sarabia, CFP®
Vice President
Kelly A. Spencer
Senior Advisor Associate
Anthony Tranghese, CFA®
Managing Director, Head of Institutional
Cindy Vitek
Client Service Associate
Evan Walsh
Advisor Associate