Windsor Office

Gregory Adams, ChFC^®

Managing Director, Institutional Advisory

Abbas Akbar

Advisor Associate

Gianluca Joseph Albert

Advisor Associate

Scott Boulton, AIF^®

Managing Director, Institutional Advisory

Jeffrey Capone

Managing Director, Institutional Advisory

Richard Carey, CFA

Vice President, Institutional Advisory

Michael Chase

Managing Director, Head of Endowments & Foundations

Christian Coleman

Managing Director, Enterprise Growth

Joseph Diogostine

Manager

Daniel Duffy, AIF^®

Associate Vice President, Institutional Advisory

Tracey Flynn

Senior Vice President

Jessica Flynn

Manager

David Fontaine

Associate Vice President

Devon Francis, CIMA^®, CSRIC^®

Managing Director, Investment Director

Matthew Fratini

Senior Vice President, Institutional Advisory

Ryan Gardner

Managing Director, Institutional Advisory

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, Institutional Advisory

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, Institutional Advisory

Timothy Ng

Senior Vice President, Investment Director

Evan Paretti, CFA

Manager

Karen Paulson, CIMA^®, PRP

Managing Director, Institutional Advisory

Kathryn Pizzi, CFA, ASA, MAAA

Managing Director, Head of Defined Benefit

Tyler Polk

Managing Director, Institutional Advisory

Christopher Rowlins

Managing Director, Institutional Advisory

Zhee Sarabia, CFP^®

Vice President, Institutional Advisory

Kelly A. Spencer

Senior Advisor Associate

Anthony Tranghese, CFA

Managing Director, Head of Institutional

Cindy Vitek

Client Service Associate

Evan Walsh

Advisor Associate