InvestmentNews Features Advisor Zach Gering for His Leadership and Mentorship

Abby serves as a Vice President on the Finance team, supporting the firm’s controller and Chief Financial Officer by handling billing, integration ac...

Adam serves as a Senior Advisor Associate in the firm’s Annapolis, Maryland office, supporting the team of advisors by helping to manage client relat...

Adeola is a Client Service Associate based in the Fulton, Maryland office, where she supports the office’s advisors by helping to manage client relat...

A Certified Public Accountant (CPA) who has been practicing for over 25 years, Ally joined predecessor firm GM Advisory Group in 2022 after being a s...

As a Financial Advisor in our Palm Beach Gardens office, Allaire works with successful business and finance professionals who have sophisticated fin...

Alyson works closely with Wealthspire’s Advisors, Wealth Strategists, and Family Office Accounting Team to help serve our clients at the highest leve...

Amanda is an advisor in our Fulton, MD office.

Amanda serves as a client service associate based in our Madison, WI office, supporting the local advisory team.

Amanda Fox is a Senior Vice President and Advisor in the San Rafael office. She believes a thoughtful advisor helps you crystallize what matters most...

Amanda serves as a financial advisor in our Denver, CO office, bringing over 15 years of experience in financial services to her role. She provides c...

Amy is an advisor in our West Hartford, CT office.

Andrea serves as a Client Service Associate based in our San Francisco, CA office. Before joining the team, Andrea spent almost a decade in client se...

Andrew is an assistant vice president and advisor based in our Boca Raton office, supporting both the New York and Florida advisory teams throughout ...

As an advisor, Drew leverages his background in portfolio management and investments to help develop and execute strategies designed to meet the long...

Andrew joined the firm in 2019 and works as an Assistant Vice President on the Advisor Technology team in the New York office. In addition to providi...

Andy is a CERTIFIED FINANCIAL PLANNER® professional who excels at developing and explaining concepts, strategies, and tools that improve the client’...

Angela has dedicated her 20+ year career to the financial services industry, having served in communications, change management, public relations, an...

As an Assistant Vice President on the Client Service team, Angela is responsible for helping to streamline and elevate our internal processes to enh...

Ann Rose is based in our New York City office and serves as Vice President on the Finance team. She supports the long-term strategic initiatives and ...

Annie is an Assistant Vice President, Client Service in the firm’s Potomac, MD office, serving as a first point of contact for clients and helping to...

Anora is a financial advisor in our New York office. Her clients are successful individuals, couples, and families who share a common desire to feel ...

Anthony is an Advisor Associate based in the firm’s Fulton, Maryland office, where he supports the local advisor team by helping to manage client rel...

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Ashley is a Senior Associate, Resource Specialist based in the Fulton, MD office, and supports the larger team with daily tasks. She uses her knowled...

Aviva Pinto, CDFA®, CDS is a managing director in our New York office.

Kelly is a managing director and advisor in our Seattle office.

Ben is a managing director and head of our West Hartford, CT office.

Ben serves as an advisor associate in our West Hartford, CT office, joining the team full-time after completing the firm’s internship program in the ...

Ben is a senior advisor associate in our New York office, supporting advisors by helping to serve clients and assist in every step of the financial p...

Besa is a Senior Client Service Associate in our New York office, helping advisors with day-to-day management of client relationships and supporting ...

Bill Bockwoldt is a managing director, advisor, and head of the firm's Bay Area offices. Bill has over 20 years of corporate development, management,...

Bill Schwartz is a managing director in our Potomac, Maryland office.

Blake serves as a Vice President and Advisor in our Seattle, WA office.

Bobby joined the team through the acquisition of ACG Wealth Management, where he worked for 16 years and served as Chief Investment Officer after...

Brent Katterheinrich joined the firm in 2014, originally as a Client Support Coordinator. After two years of working directly with clients in the Mad...

Brian Powers is Chief Financial Officer of the firm and joined the team in 2005. Before taking on this role, Powers served as Chief Compliance office...

Brian believes in living life on purpose, rather than “just showing up.” As a junior at the University of California, Berkeley in the late 1970s, his...

As an advisor, Brian brings years of experience working in close consultive relationships with corporations, corporate executives, entrepreneurs, an...

Based in our Milwaukee, WI office, Briara serves as a senior associate on the Legal & Compliance team, supporting the firm's Chief Compliance Off...

Bruce is a managing director based in our Milwaukee, WI office.

  As a financial advisor at Wealthspire, Bryan works with a wide variety of people from young professionals to retirees. Bryan uses his experie...

Callie is an Office Coordinator based in our Seattle office, where she helps manage the day-to-day operations and supports the local advisor team. Sh...

Camila is an advisor associate based in our New York office, where she supports both the NYC and West Hartford advisor teams throughout the financial...

Carol is an Assistant Vice President, Client Service located in Potomac, MD. In this role, she supports the office’s team of advisors by managing cli...

Carolina has been in the financial services industry since 2011. As a CERTIFIED FINANCIAL PLANNER® professional, she upholds a high standard...

Carolyn Jerome is a Director of Human Resources and is based in the San Rafael office. Carolyn is responsible for working with the HR team to manage ...

Based in the firm's Milwaukee office, Carter is a Senior Analyst on the M&A team. He collaborates closely with the Wealthspire leadership team ac...

Casey serves as a Vice President and Advisor in the firm’s Palm Beach Gardens, FL office. In this role, he supports the broader team in day-to-day wo...

Casey Riviezzo is a Certified Financial Planner® who brings clarity and structure to the financial lives of accomplished professionals. With a backgr...

Catherine serves as a Senior Associate, Investments Trader and is based in the firm’s Westport, CT office. She brings considerable experience in the ...

Chandra is a Senior Associate, Resource Specialist based in our New York City office where she supports the wider team by helping to manage and compl...

Channing Olson serves as Managing Director, Head of Advisory Technology & Integration and is based in the Bay Area. In this role, she oversees th...

Charlie joined Wealthspire Advisors as part of the legacy StratWealth team and serves as an advisor in the Fulton, Maryland office. Operating as a fi...

Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinat...

Charles has been with the firm and its predecessors since 2016 and brings over a decade of experience in advising clients on income and estate taxes...

Charlie serves as Senior Vice President, Controller in our Madison, WI office, supporting the Chief Financial Officer and overseeing financial contro...

Cheyenne joined the team in 2019 and works as a Senior Associate, Resource Specialist in the New York office. In this role, she processes client acco...

Chip Pyfer is a Managing Director and Advisor in the San Rafael and San Francisco offices. He is a member of the firm's Investment Committee, provid...

Chris is an advisor in our NYC office.

Chris Kiessling is a wealth advisor in our Potomac, Maryland office.

Chris serves as Chief Market Strategist and is based in our Potomac, Maryland office.

Chris serves as a Senior Associate on our Client Service team, supporting the broader function by processing requests and assisting advisors in the P...

Chrislyn serves as a Client Service Associate for the West Hartford team and brings over 14 years of experience in various administrative and client ...

Christopher Castellano is a Managing Director and the East - GM Regional Leader at Wealthspire Advisors. Known for his thoughtful approach and de...

Chris plays a dual role for Wealthspire, serving as the lead on many firmwide and national growth initiatives while also managing marketing efforts f...

As an advisor, Chris works closely with clients leveraging his background in portfolio management and investments to help develop and execute strateg...

Connor is a Vice President on the Investment Team and is based in the firm’s New York headquarters. In this role, he supports the team by researching...

Connor joined the firm in 2014 and serves as an Assistant Vice President on the Data Operations team. He is responsible for ensuring the day-to-day d...

Corey serves as a Vice President on the Investment Team. He joined the team with more than 20 years of experience, including roles in equity and fixe...

Courtney Roberts is an Assistant Vice President on the Advisor Technology team, focusing on making technology work better for advisors and teams acro...

Craig serves as a member of the Investment Team and is based in the firm’s New York City office. In this role, he supports the broader investment fun...

Craig is a managing director in our New York headquarters.

Crystal is a wealth advisor in our Madison, Wisconsin office.

As a Senior Vice President, Danielle is an incredible advocate for clients, serving as a direct point of contact and a key resource for our Melville...

Danielle brings a unique perspective to the organization, focusing holistically on the financial and overall well-being of our clients and each membe...

Dave Scuitto is a Senior Client Service Associate based in the San Rafael office. Dave has served in the financial services industry for the past 17 ...

David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. He speci...

David is a managing director and advisor in our NYC headquarters.

Deborah Gibbs serves as a Senior Associate on the Compliance team and is based in our Seattle office. Deborah is adept at juggling and reprioritizing...

Debra serves as an assistant to Rick Van Benschoten in our New York City office. Debra brings over 20 years of experience from a diverse set of roles...

Devanshu serves as an advisor associate in our New York City office, joining full time after completing the firm’s internship program in the summer o...

Diane Cauchois is an Assistant Vice President on the Investments team based in the San Rafael office. She is a portfolio manager and handles trading....

As an Advisor Associate, Dillon works closely with advisors to assist with the financial planning and investment management process, ensuring that ea...

DJ serves as an Accounts Payable Coordinator in our Madison, WI office, supporting the broader Finance and Accounting team. He brings several years o...

Dmitriy serves as Deputy Chief Investment Officer and is based in our Potomac, Maryland office.

Dominick serves as an assistant vice president and advisor in our New York office, working with the broader advisor team in managing client relations...

Donna is a managing director and advisor in our NYC office.

Dylan joined the team through the acquisition of ACG Wealth Management, where he served as a marketing specialist. Now as a Marketing & Growth Ma...

Ebony Montesino joined the firm in April 2017 in an office management role before transitioning to the wealth advisory team as a current Senior Clien...

Ed joined the firm in 2020 through the acquisition of StratWealth and is located in the firm’s Fulton, Maryland office. He is dedicated to helping cl...

Emily is an assistant vice president on the client service team, based in our Reston, VA office. In this role, she supports the local advisors by se...

Emily serves as the Project Manager for our Marketing Team.

Emily is an advisor associate in our Delafield, WI office, supporting the team of advisors by helping to manage client relationships, assisting in on...

Emily joined the firm in 2009 and serves as a Vice President, Client Service in the New York office. Education & Credentials BA, University of R...

Eran Goudes joined the firm in 2018 and has more than 12 years of experience in wealth management. Prior to joining Wealthspire Advisors, Eran manag...

Since joining predecessor firm GM Advisory Group in 2015, Eric has become a specialist in private market investments, recognizing the transformative...

Eric is a wealth advisor in our New York City office.

Eric serves as President & Chief Operating Officer, and is based in our New York City headquarters.

Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a CERTIFIED FINANCIAL PLANNER®...

Fatima is a Client Service Administrator in the New York City office, working to support the rest of the client service team by completing incoming t...

Felicia is a Senior Client Service Associate in the firm’s Fulton, MD office, supporting the local advisor team by helping to manage client relations...

Frank joined the team in 2023 as a Vice President on the Investment Team following the acquisition of GM Advisory Group (GMAG). Based in New York, Fr...

Frank has faithfully served clients for nearly 20 years, originally joining predecessor firm GM Advisory Group as a research analyst on the Inves...

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Based in San Rafael, CA, Fred is a strategic advisor and member of the firm's Investment Committee.

Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and tax...

Garrett is a senior advisor associate in the firm’s Potomac, MD office, assuming the role after an internship in the summer of 2021. As part of the t...

Gary is a managing director and advisor based in Wealthspire’s Salisbury, MD office. He has been serving clients on the East Coast as a Certified Fin...

Gary joined the firm in 2015 and is based in our Philadelphia, PA, area office. He brings over 25 years of investment experience to the firm. Most of...

Gloria serves as an Advisor Associate in our New York office, helping advisors with day-to-day management of client relationships and supporting the ...

Grant is a managing director and head of our Reston, Virginia office.

Greg Friedman is a Senior Strategic Advisor of Wealthspire Advisors. Formerly the co-founder and CEO of Private Ocean Wealth Management, as well as t...

Greg brings over two decades of experience to the team and is based in our New York City office. Currently serving as a Managing Director and Head of...

Greg serves as an assistant vice president on the firm's finance team, where he supports the wider finance department, including the firm’s Controlle...

Based in our NY office, Heather serves as Head of Family Office Services.

Hilary serves as Director of Marketing & Growth for the Northeast region, overseeing all aspects of their marketing initiatives and supporting th...

Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services. ...

Hoyt joined the firm in 2016. In his role as General Counsel, he oversees all legal functions for the firm and heads up strategic initiatives, includ...

Based in our New York office, Iana serves as a Human Resources Manager and supports the broader HR team. She brings extensive experience in the fina...

Jack is an assistant vice president and advisor based in the firm’s Reston, VA office. In this role, Jack helps clients achieve financial goals by ma...

Jake is a Senior Vice President and Wealth Strategist for Tax Policy and Research on the Family Office Services team.

Jake serves as an assistant vice president and advisor in our Reston, VA office, managing client relationships and guiding clients through all aspect...

Jake joined the team through the acquisition of ACG Wealth Management, where he served as a wealth management associate. Now as an advisor, he gather...

James is a VP of cybersecurity at our parent company, NFP Corp.

Jim is a managing director based in the Fulton, MD office.

Jared is a Senior Advisor Associate who assists advisors in developing personalized financial strategies for clients that align with their goals and ...

Jay is a senior vice president and advisor in our Milwaukee office.

Jay has been helping individuals and businesses with their planning needs since 1986, reaching far beyond investment management and focusing persona...

Based in our Madison, WI office, Jenna is a senior associate on the Legal & Compliance team.

As a senior advisor and head of Wealthspire’s Madison, WI office, Jenny brings more than 15 years of experience serving high-net-worth individuals an...

Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing them with clarity and con...

John Dobson helps business owners and professionals bring clarity to their financial lives, especially as things start to get more complex. Whether i...

John Thiel is an Assistant Vice President and Advisor in the San Rafael office.

John is a managing director based in our Palm Beach Gardens, FL office.

John is a Senior Advisor Associate in the firm’s New York City office, where he supports the broader advisor team in managing client relationships an...

J.D., a Family Office Accountant based in Melville, NY, is responsible for preparing client financial statements and managing clients’ bill pay proce...

Jonah serves as a client service associate in our New York City office.

Joe Garrison is a Managing Director and Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in 2020 as part of the leg...

Josh brings over a decade of experience specializing in income tax and outsourced accounting. In his current role as Head of Family Office Accounting...

Josh is an accounting manager on our billing team, and is based in our Madison, WI office. In this role, he supports the wider finance department, in...

Joshua joined the firm in 2018 as a Client Service Associate and has since advanced into an advisory role, earning his CERTIFIED FINANCIAL PLANNER®&n...

Josh is an advisor in our NYC office.

Joy joined the firm in 2017 following her role as Client Operations Manager of Capital Fiduciary Advisors. With nearly a decade of wealth management ...

As a Senior Associate, Wealth Planner, Juliana assists the broader advisory team. Her day-to-day role includes helping with financial reporting, tax ...

Julie is a Senior Vice President and financial advisor in our Seattle office.

Julie joined the team through the acquisition of ACG Wealth Management, where she served as a client services coordinator. She brings almost three de...

Julie has been a key member of Wealthspire Advisors and one of its predecessor firms since 2014, joining through the acquisition of Private Capital G...

Julie is a senior advisor associate in our Seattle, WA office.

Julie serves as a Senior Associate on the Client Service team, supporting the broader team by processing day-to-day and incoming tasks for the Fulton...

Julie is a wealth advisor in our Delafield, Wisconsin office.

Justin joined the firm in 2019 and works as an advisor in the firm’s New York office. He supports the broader team by helping with their day-to-day n...

Justin deTray is a Managing Director and Advisor in the San Rafael office. Justin helps clients make smart financial decisions that connect their ass...

Justin Hult, based in the San Rafael office, is a Senior Vice President and the Head of Trading, Portfolio Management, and Risk Management. His goal ...

Kadeidra serves as Senior Vice President, Director of Wealth Strategy – Wealth and Tax Planning. She is a key member of the Family Office Services te...

Based in our Potomac, MD office, Karen is a client operations associate, supporting the broader operations team and assisting local advisors by proce...

Karen joined the firm in 2018, bringing with her more than a decade of operational experience in the financial industry. Previously, Karen served as ...

Karl is a financial advisor who helps people bring clarity and confidence to their financial decisions. He understands how easy it is to feel overwhe...

Karla joined the firm in 2020 with the acquisition of StratWealth, where she has spent the last 15 years. Serving as Assistant Vice President, Client...

Karolina Chernyak is an Assistant Vice President and Client Service Manager based in the San Rafael, CA office. Karolina works closely with clients a...

Karyn is a Senior Client Service Associate in the Milwaukee office, supporting the office’s team of advisors by completing day-to-day tasks and servi...

Katarina is a Senior Advisor Associate based in our Melville, NY office. Katarina collaborates with advisors in every facet of the financial planning...

Katharine joined the firm's Reston, VA office in 2020 after working several years as an advisor with a local firm. In her role as an advisor, she wor...

Katie serves as an advisor associate in our Reston, VA office, joining the team after completing an internship during the summer of 2022. In this rol...

Katrina serves as a Senior Human Resources Manager based in our New York City office, partnering with business leaders on all HR activities, includin...

Kayla serves as a Senior Finance Associate in our Madison, WI office. In this role, she supports the firm’s client billing process and reporting, and...

Kelly is the Senior Office Coordinator of the firm’s Potomac, MD office. In this role, she oversees day-to-day administrative tasks for the Potomac o...

Kelly serves as a marketing and growth manager for the Central region, overseeing all aspects of their marketing initiatives and supporting the broad...

Kerry is an Assistant Vice President on the Client Service team and is based in our Melville, NY office, where she supports advisors and clients with...

Kevin is an advisor in our New York City office.

Kevin Gahagan is a Managing Director and financial advisor at Wealthspire Advisors based in San Francisco. He specializes in working with business ow...

Kevin joined the firm as a senior vice president of wealth management in June 2013. Kevin is a financial professional with over 30 years of experienc...

Kevin joined the firm in 2013 as an advisor and now serves as both a Managing Director and Central region lead. With over 20 years of experience in ...

Kevin is a wealth advisor who specializes in serving young professionals, individuals, and families.

Kim joined Wealthspire in 2020 and serves as an advisor in our Salisbury, MD office.

Kirstin joined predecessor firm Sage Financial Advisors in 2003 as director of client relations and investments, where she focused on providing excel...

Kristin is a Client Service Associate based in the San Rafael office. A seasoned administrative professional, Kristin has spent over a decade in vari...

Kristin Johnson joined the firm in 2007 as an Operations Specialist. Her career in the financial services industry has spanned over 15 years, includi...

Kwame is a Data Operations Associate based in San Rafael, CA, where he is responsible for data maintenance within the West Coast Region, also assisti...

Laura is an advisor in our Milwaukee, Wisconsin office.

Liam is an advisor associate in the firm’s Potomac, MD office, assuming the role after an internship in the summer of 2023. As part of the team, he s...

Lindsey serves as a senior advisor associate in our Madison, WI office, supporting both the advisory team and clients by assisting with the financial...

Lisa joined the Seattle team as an Assistant Vice President and Advisor in 2022. Since her start in the industry in 2016, Lisa has helped hundreds of...

Lorena serves as a Client Service Associate in our Annapolis, MD office, supporting one of the local advisors in client relationship management. Befo...

Luke is a CFP® professional and advisor in our Salisbury, Maryland office. He creates customized financial plans for each client and upholds exceptio...

Lyndsey has served as a key resource for clients for over a decade. As a Senior Vice President in our Melville, NY office, she is responsible for ens...

Lynette joined the firm in 2018 as a client operations associate, but recently transitioned to her new role as a Senior Client Service Associate for ...

Zach is a Senior Vice President and advisor based in the San Rafael office.

Maddy serves as a vice president and advisor in our New York City office. She is committed to coordinating all aspects of a client’s financial life t...

Madelyn is a senior advisor associate in our Milwaukee, WI office.

Marc joined the Wealthspire team through the acquisition of Private Capital Group, serving as a Financial Advisor and Investment Advisor Representati...

With over two decades of experience in optimizing and influencing policy, process, and systems, Margaret brings a wealth of knowledge and expertise t...

Marianne serves as a senior advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and assisting...

Marie is a Vice President on our Client Service team, based in Philadelphia but supporting advisors in the Potomac office. Marie has over 15 years of...

Marilyn Napoli joined the firm after a long and successful career at well-renowned wealth management firms, including U.S. Trust and Neuberger Berman...

Marjorie is a client service associate serving our Palm Beach Gardens office. In this role, she is responsible for the day-to-day servicing of client...

Marla Mulligan is the Office Manager of the San Rafael office. Marla is responsible for keeping everything in the office running smoothly. In additio...

Based in our Palm Beach Gardens, FL office, Marnie joined the team in 2024 and serves as executive assistant to Advisor John Kovacs and the local tea...

Martha is an Assistant Vice President, Client Service Manager in the Milwaukee office, supporting the office’s team of advisors by completing day-to-...

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Serving as an Assistant Vice President, Client Service for the West Hartford, CT office, Mary Rose joined the team in 2020 and brings a wealth o...

Mary joined predecessor firm Sage Financial Advisors in 2017 as an intern before transitioning to a full-time role as a junior analyst. Now she serve...

Matt is an advisor associate in our Delafield, WI office.

Matthew serves as an advisor associate in our Appleton, WI office, joining full time after completing the firm’s internship program in the summer of ...

As a senior advisor associate in our New York City office, Matt works directly with advisors to assist with the wealth management and financial plann...

Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max delivers customized financial solut...

Megan serves as an Assistant Vice President, Client Service Manager in our New York office, helping advisors with day-to-day management of client rel...

Melanie serves as Senior Executive Assistant to Frank Marzano, Managing Director and founder of predecessor firm GM Advisory Group. With over five ye...

Melissa Restivo is an Advisor Associate based in our Seattle office. Melissa is a consummate people person and thrives on building meaningful relatio...

Michael is an Advisor Associate based in Melville, NY, working closely with the local team of advisors, as well as those in the New York City office.

Michael Bueti brings a grounded, relationship-first approach to wealth management. Based in Melville, NY, he works with people who are building momen...

Michael joined the firm in 2018 with more than twelve years of experience as a Compliance and Regulation professional and currently serves as Chief C...

Mike serves as an advisor and head of Wealthspire's Northeast Region.

Mike Santo is a Managing Director and advisor based in Palm Beach County, FL and New York, NY, serving clients in both our Northeast and South Flor...

Mike is a Client Service Associate for the firm’s Reston, VA office. In this role, he supports the team’s advisors by serving as a point of contact f...

Michael is Chief Investment Officer of Wealthspire and is based in our New York headquarters.

Michael joined the firm in 2009 and is a member of the investments team. His responsibilities include managing the firm’s trading operations, researc...

Michele Mayo is a Senior Vice President on Wealthspire’s Client Service team. Prior to joining the firm in 2016, Michele worked with Ellenbecker Inve...

Michele joined the firm in 2009 as an Operations Associate and since has held a variety of operations roles with increasing responsibility. Now as a ...

Michele is a managing director and serves as the firm's Head of Advisor Success.

Mike LaMena is the Chief Executive Officer of Wealthspire Advisors and brings nearly three decades of experience building, operating, and leading glo...

Based in our San Rafael office, Mike serves as the Managing Director of our West Region. He has over two decades of experience in managerial and lead...

Morgan serves as a client service associate based in our Madison, WI office.

Myka is an advisor based in our Reston, VA office.

As a Senior Associate on the Data Operations team, Natalie’s role supports the technology that underpins our client service.

Natallia is a Client Service Associate in the firm’s Reston, VA office. In this role, she supports the team’s advisors by serving as a point of conta...

Nataly is an accomplished senior human resources leader with a distinguished career in the financial services industry. With extensive experience as ...

Nate serves as a senior advisor associate in our New York office, supporting the broader advisor team in financial planning, investment strategies, a...

Nick Bussard is a Senior Advisor Associate based in the Seattle office. Nick brings a deep well of positive energy and a relentless work ethic to the...

Nick serves as a senior advisor associate in our West Hartford, CT office. Joining the team in 2024, Nick supports the local advisor team through eve...

Nick Walser is a senior associate on the Investment Team and is based in the Chicago office. He is in portfolio management and trading. Nick takes gr...

Oliver is an advisor in our Westport, CT office.

Oona is a Senior Advisor Associate based in our San Francisco office. She currently supports the local advisor team in all aspects of the financial p...

Pahola is a Senior Associate, Onboarding Specialist on the Client Service team, supporting the advisors based in our New York office by processing in...

Pat works in the Fulton, MD office supporting Advisors and the Client Services team. She is a seasoned Executive Assistant with over 30 years of expe...

Patricia is a Senior Data Operations Associate based in Potomac, MD, where she assists the broader Data Ops team and provides on-site support to one ...

With over 20 years of experience in the wealth management industry, Patrick serves as a dedicated fiduciary, providing comprehensive financial plann...

Paul is an advisor in our Potomac, Maryland office.

Paul Sturm is Director of IT and is based in the San Rafael office. Paul is responsible for helping to ensure the firm’s technical infrastructure and...

Pema works in the New York office as a Senior Executive Assistant for CEO Mike LaMena and President & COO Eric Sontag. She is a seasoned Executiv...

Petra Braaksma is an Assistant Vice President and Client Service Manager based in the San Rafael office. Petra has a passion for providing world clas...

Pietro serves as an advisor in our New York City office, leveraging his strong background in financial planning and client service to help clients es...

As an Advisor Associate, Rachel supports the advisory team in our Chicago, IL office, serving as a point of contact for client relationships and mana...

Rachel joined Wealthspire Advisors in 2015 and has since become a dedicated financial advisor focused on empowering clients to take control of their...

Rachel joined the firm in 2016 and is a Senior Client Service Associate in the Salisbury, MD office. She supports wealth advisors throughout the fina...

Randy is an advisor based in our NYC office.

Razi is a wealth advisor in our Delafield, Wisconsin office.

Richard joined the firm in 2012 and currently serves as senior vice president of Data Management. He is responsible for the firm’s technology strateg...

Based in our NYC office, Rick is Executive Vice President of Business Development.

Rich serves as Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning, and is based in our New York office.

Riley serves as a Senior Advisor Associate in our New York office, where he works to support advisors and client relationships, assisting in all aspe...

Rob joined the team in 2022 with three decades of experience in the capital markets industry, most recently spending four years as a Senior Financial...

Robin is a Senior Vice President in our Potomac, MD office, beginning her career over 15 years ago with a predecessor firm of Wealthspire Advisors. A...

Rokhand Collins is a Client Service Associate based in the San Rafael office. Bay Area Native and Marin County resident Rokhand has dedicated her car...

With over fifteen years of experience in financial services, Rosemary is a valued asset to the advisory team and a key resource for clients. She is a...

Rudolph “Joe” Cervetto is an office coordinator based in the San Rafael office. Joe knows how to make a first impression. As the first point of conta...

Ryan is an assistant vice president and advisor in the firm’s Potomac office. As part of the team, he helps maintain client relationships by completi...

As a Human Resources Generalist, Ryan is based in our NYC office and supports the efforts of the broader HR team. She joined the team through the acq...

Ryan is a Senior Advisor Associate based in our Bay Area offices.

As a Microsoft Dynamics Developer, Ryan supports the firm's internal technology department by helping to build out and improve digital platforms and ...

Sacha joined the firm in 2014 and serves as an Assistant Vice President on the Data Operations team. She is responsible for ensuring the day-to-day d...

Samantha is a Senior Advisor Associate in the firm’s Fulton, Maryland office. In this role, she serves as an additional point of contact for clients ...

Samia is an advisor based in the firm’s Annapolis, Maryland office. She works directly with clients and supports the broader advisory team through ef...

Working with clients collaboratively, Sam designs financial plans that encompass each family’s unique retirement and investment planning needs, bring...

Sandy is a managing director, advisor, and head of our Richmond, VA office.

Sarah serves as a Senior Associate and Resource Specialist in our Client Service department, operating out of the Madison, WI office and supporting t...

Sarah serves as the Brand Manager on the firm’s Marketing team, overseeing the formation and implementation of all creative strategy and brand standa...

Sarah is a managing director and advisor in our San Rafael, CA office.

Sasha is a Client Service Associate in our New York office, helping to process day-to-day client requests, serving as a first point of contact for cl...

Scott has been with the firm and its predecessors since 2013 and has 30 years of experience in the financial services industry. For most of those 30 ...

Scott joined the team in 2017 following three years as a wealth manager with Capital Fiduciary Advisors. As an advisor with over 15 years of experien...

Sean is a Client Service Associate based in the San Rafael office. He brings over four years of experience in wealth management, having previously he...

Shannon serves as an Advisor Associate based in our Melville, NY office, working closely with the advisors there and in our New York City and Boca Raton, FL offices.

Shawn serves as a client service associate based in our Potomac, MD office where he supports the local team of advisors. With over a decade of experi...

Shawn is a Senior Associate on our Client Service team, supporting the wider team by assisting advisors in the Potomac, MD office. With a background ...

Sheila Schroeder serves as Regional Head of Business Development in San Francisco, CA.

Sierra is a Marketing & Growth – Shared Services professional who collaborates with the Family Office Services team to support strategic marketin...

Simi brings over 20 years of experience working with clients to develop, execute, and maintain a sound investment strategy and financial plan that sp...

Sneh is a supervisor on our Family Office Accounting team and is based in the Melville, NY office, joining Wealthspire through the acquisition of GM ...

Joining the team in 2023 through the acquisition of Heron Wealth, Sonia supports advisors by helping them prepare for client meetings, process portfo...

As an Associate on the Investments team, Spencer plays an important role in analyzing investment portfolios, facilitating trading, and providing inve...

Stacey joined the firm in 2018 and serves as an Advisor in our New York office. She works with clients to develop, implement, and oversee solutions t...

Stephane serves as an advisor associate in our New York City office.

Stephanie Carmel serves as a Vice President and Advisor based in our New York office, where she provides thoughtful, strategic guidance across all as...

Stephanie is an advisor in our Madison, WI office.

Stephen Kepler is a Senior Vice President and Advisor in the San Francisco office. Stephen thrives when helping families secure their financial futur...

Steve is an advisor in our San Francisco, CA office.

Steve joined the firm in 2017 and serves as a Vice President on the Client Service team. He is responsible for the day-to-day servicing and maintenan...

Suzanne Williamson is a Senior Vice President, Client Service Manager based in the San Rafael office. She is focused on identifying better and more e...

Suzzie is a Client Service Associate based in the firm’s Palm Beach Gardens, FL office. In this role, she supports advisors with administrative tasks...

Tammie joined the firm in 2007 with more than 15 years of customer service and executive level administrative support experience. Most recently she w...

Tatiana is an advisor based in our Annapolis, Maryland office.

Ted Leasure joined the firm in 2017 along with a team from Capital Fiduciary Advisors, where he served as a financial advisor and managing director. ...

Teddy is an Advisor Associate based in our Boca Raton, FL office.

Tom is a senior vice president and advisor based in New York.

Tierney Henderson is a Senior Advisor Associate based in our San Francisco office, where she supports clients in all aspects of the planning process....

Tim Curley is a Vice President on the Investments Team and is based in the San Rafael office. He is in portfolio management and trading. Tim is respo...

Tim is a managing director and serves as head of our Atlantic region.

Tim Talbott is a Senior Advisor Associate in our San Rafael, CA office. As the modern Renaissance man that he is, Tim provides a wide range of suppor...

Tom serves as a Finance Associate in our Madison, WI office. In this role, he supports the firm’s client billing process and reporting, and assists i...

As an advisor, Tony works closely with clients leveraging his background in portfolio management and investments to help develop and execute strategi...

Travis joined the firm in 2011 and serves as a Vice President on the Client Service team. He is responsible for the day-to-day servicing and maintena...

Trent is an advisor in our Salisbury, MD office, working with the local team to manage client relationships, assist in ongoing financial planning wor...

In his role as AVP, Onboarding Specialist, Tyler oversees part of the Client Service team while assisting with day-to-day tasks. Tyler’s previous exp...

Tyrone is a Senior Advisor Associate based in the firm’s Palm Beach Gardens, FL office. In this role, he supports advisors by serving as a point of c...

Joining the firm in 2018, Uliana currently serves as an Advisor in our Westport and New York offices. She serves a wide range of clients, from financ...

Vicki joined Wealthspire in 2020 as part of the legacy StratWealth team and now holds a dual role as the manager of the Fulton, MD office and a speci...

Vincent is a Senior Advisor Associate based in our Melville, NY office, where he plays a key role in supporting the local advisory team. He assists i...

Virgil serves as an Associate, Resource Specialist based in our Fulton, MD office. In this role, he functions as part of the larger Client Service te...

Wes serves as a Senior Associate, Onboarding Specialist in the firm’s Madison, WI office. He is a supporting member of the Client Service team, worki...

Wyatt serves as an advisor associate on our New York City team, joining full time after completing the firm’s internship program in the summer of 202...

Yadeiri serves as an Associate, Onboarding Specialist and is based in our West Hartford, CT office. She brings over six years of experience in admini...

Jonathan “Yoni” Berhane is a financial advisor who works with a wide variety of clients from young business professionals who are accumulating wealth...

Zach is an advisor in our New York City office.

Taylor is an advisor based in our Melville, NY office.

Matthew serves as a Senior Vice President on the Finance team where he collaborates closely with the firm’s Controller and Chief Financial Officer. H...

Joining the team in 2024, Madison is the office coordinator for our Melville, NY location.

Liz is a senior client service associate based in our Melville, NY office.

Dylan is a client service associate in our New York City office.

Belle is an advisor associate in our Boca Raton, FL office.

Vicky is an Assistant Vice President, Client Service Manager in our New York office, supporting the office’s team of advisors by completing day-to-da...

As a Data Operations Associate, John is responsible for maintaining and validating the accuracy of data sets and reporting systems for clients and ou...

Jakub is a member of the Investment Team and is based in the firm’s Palm Beach Gardens, FL office. In this role, he supports the broader investment f...

Mckayla is an associate on the firm’s Investment Team.

Thomas is a Client Service Associate based in the firm’s Palm Beach Gardens, FL office. In this role, he supports advisors by serving as a point of c...

Alicia is a Client Service Associate for the team in our Annapolis, MD office, supporting the local advisors in client relationship management Alicia...

Mike is an advisor in our Milwaukee, WI office.

Troy serves as a vice president on our Advisory Technology team, specializing in development and overseeing the firm’s Salesforce CRM. He brings near...

Stephanie is a client service associate based in our Salisbury, MD office, supporting the local team of advisors by serving as a first point of conta...

Liz serves as Director of Wealth Strategy on our Family Office Services team.

Serving as an associate on the firm’s Legal and Compliance team, Ben is based in our Milwaukee office and supports the firm's Chief Compliance Office...

Rick serves as a Vice President and Senior Business Intelligence Analyst based in our New York office, bringing over a decade of experience in busine...

Amy is a Single Family Office Senior Client Associate for our New York team, helping advisors with day-to-day management of client relationships and ...

Carol is a Client Service Associate and Office Manager based in the firm’s Beachwood, Ohio office. In this role, she supports the local team by addre...

Brenna is a senior advisor associate in Wealthspire’s Beachwood, Ohio office.

Sarah is a managing director and advisor in the firm's Detroit office.

Madeline serves as a Senior Advisor Associate in the firm’s Cleveland, Ohio office.

Karin is a managing director and advisor in the firm's Beachwood, OH office.

Spencer is an advisor associate in our New York City office.

Ethan is an advisor associate in our Potomac, MD office.

Paul serves as an Assistant Vice President on the Investment Team.

Anne serves as Administrative Assistant to Managing Director Mike Delgass and is also a Special Projects Coordinator based in the firm’s Westport, CT...

Jackson (Jack) serves as an associate on the Investment Team and is based in our Madison, WI office. Establishing his industry knowledge through his ...

Lauren is an advisor associate in our Fulton, MD office.

Chloe is a Senior Marketing Coordinator for the firm’s West Region, serving as the main point of contact for its local offices, creating regional str...

Emi is a Client Service Associate in our New York office, helping to process day-to-day client requests, serving as a first point of contact, and sup...

Michael is a Client Service Associate based in our Chicago, IL office, supporting the local advisory team by serving as a point of contact for client...

Based in Boston, Jasmine serves as a coordinator on the firm’s marketing team. In her role, she leads the firm's internal communications strategy, as...

Laura is a Client Service Associate based in our Seattle, WA office, aiming to provide a seamless client experience and supporting the local advisory...

Denise is a client service associate based in our Midlothian, VA office. In this role, she supports the local advisors by serving as a point of conta...

Holly is a Client Service Associate in our New York office, helping to process day-to-day client requests, serving as a first point of contact for cl...

Nick is a client service associate based in our Melville, NY office, working closely with the local team of advisors to assist throughout the financi...

Jude is an advisor associate in our Salisbury, MD office, supporting the team of advisors by helping to manage client relationships, assisting in ong...

As a Data Operations Associate based in our Melville, NY office, Patrick is responsible for maintaining and validating the accuracy of data sets and ...

Jenna serves as an associate on the firm’s marketing team and is based in our Melville, NY office. Joining full-time after completing our internship ...

Alex serves as an advisor associate in our New York City office, joining full time after completing the firm’s internship program in the summer of 20...

Sara serves as an advisor associate in our New York City office, assisting the local team of advisors in managing client relationships and supporting...

Ryan serves as an advisor associate in the firm’s Potomac, MD office, joining the team full time after completing our summer internship program in 20...

Connor serves as an advisor associate in our Fulton, MD office where he supports the local advisory team by helping to manage client relationships an...

Lily serves as an advisor associate in our Reston, VA office, joining the team full-time after completing the firm’s internship program in the summer...

Pyper serves as an advisor associate in our Reston, VA office, supporting the local advisory team by helping build customized financial plans, managi...

Greta serves as an advisor associate in our West Hartford, CT office, joining the team full-time after completing the firm’s internship program in th...

Carter is a Client Service Associate based in the firm’s Annapolis, Maryland office, where he supports the local advisor team by helping to manage cl...

Lilli serves as an advisor associate in our Melville, NY office, supporting the local advisory team throughout the financial planning process, assist...

Derek serves as an associate on the finance team and is based in our Madison, WI office. In this role, he supports the firm’s client billing, reporti...

Alix is an advisor associate based in our New York City office, supporting the local advisory team throughout the financial planning process, assisti...

Keely serves as an advisor associate based in our San Francisco, CA office, joining the team full-time after completing the firm’s internship program...

Spencer is an advisor associate based in our New York City office, supporting the local advisory team throughout the financial planning process, assi...

Roynette is a client service associate based in our Midlothian, VA office. In this role, she supports the local advisors by serving as a point of con...

Mike is a Client Service Associate based in the firm’s Palm Beach Gardens, FL office. In this role, he supports advisors by serving as a point of con...

Serge is a Vice President based in our Reno, Nevada office. As an advisor, he focuses on providing guidance and clarity in all aspects of a client’s ...

Kevin is a seasoned wealth management professional with nearly a decade of experience advising high-net-worth individuals and professional athletes o...

Erin serves as a Resource Specialist on our Client Service team, supporting the New York office by handling client requests and assisting the broader...

Sarah is a Resource Specialist in our New York City office where she supports advisors and the client service teams by assisting with complex operati...

Ashley serves as the Office Coordinator for our Salisbury, MD office, bringing a diverse background in property and casualty insurance, banking, and ...

Jeanna serves as Office Coordinator for the firm’s Delafield, WI office, managing daily office operations, providing exceptional service to clients, ...