Wealthspire Advisors is pleased to announce the recipients of the 2025 Rising Stars awards, recognized during the Wealthspire Advisor Summit held during in Orlando, Florida.
Now in its second year, the Rising Stars awards honor outstanding advisors with less than 10 years of experience who have demonstrated exceptional client service and a strong commitment to Wealthspire’s core values. These individuals embody the firm’s dedication to excellence, integrity, and personalized wealth management solutions.
The 2025 Rising Stars recipients are as follows:
As a senior advisor associate, Juliana assists the broader advisory team across our Melville and New York, NY offices. Her day-to-day role includes helping with financial reporting, tax planning strategies, estate planning, and administrative tasks.
Juliana interned with predecessor firm GM Advisory Group in college in multiple departments before joining as a full-time employee upon graduation. Her persistence and dedication make her a valued member of the team.
Tierney is a senior advisor associate based in our San Francisco, CA office, where she supports the local advisory team in all aspects of the planning process. She is passionate about partnering with individuals and families to manifest their values and goals through comprehensive, thoughtful financial planning.
She is currently enrolled in the Certificate Program in Personal Financial Planning at UC Berkeley, where she also received her bachelor’s degree in environmental economics & policy. Prior to joining Wealthspire, she was a researcher and producer for educational documentary films. She was inspired to become an advisor after her work on $avvy (2021), a feature film about women and money.
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 team, he supports advisors in maintaining client relationships by completing day-to-day tasks, serving as a point of contact, and assisting in all aspects of the financial planning process.
During his time at Virginia Tech, Garrett served as president of the school’s student chapter of the Financial Planning Association, as technology sector analyst for the Student-managed Endowment for Educational Development (SEED) and was involved in several other clubs and internship roles.
Ben is a senior advisor associate in our New York, NY office, supporting advisors by helping to serve clients and assist in every step of the financial planning process.
He is a graduate of Villanova University and previously worked as an intern for Wealthspire Advisors and Beacon Bridge Wealth Partners, where he learned about firm processes and managing client relationships. During his time in school, Ben was an active member of the Real Estate & Corporate Finance Society and volunteered both as Events Chair for Student Advancement and for Special Olympics.
“We are incredibly proud to celebrate this year’s Rising Stars,” said Mike LaMena, CEO of Wealthspire Advisors. “Their commitment to fostering meaningful client relationships and upholding the highest standards of professionalism inspires us all. This group truly represents the bright future of Wealthspire.”
The Wealthspire Advisor Summit brings together the firm’s advisors to collaborate, innovate, and celebrate achievements across the organization. The Rising Stars awards serve as a cornerstone of the summit, highlighting the firm’s dedication to cultivating talent and recognizing outstanding contributions.
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Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
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