Laura Barry, CFP®

Senior Vice President

Laura joined the firm in 2004 as an experienced advisor...

Kelly L. Baumbach, CFP®, CEPA

Managing Director

Ms. Baumbach, managing director, has been with the firm since...

Yoni Berhane, CFP®

Assistant Vice President

Jonathan joined the firm in 2016 with a strong background...

Stacey Berson, CFP®

Assistant Vice President

Stacey joined the firm in 2018 as a Senior Advisor...

Kevin Brady, CFP®

Assistant Vice President

Kevin joined the firm in 2018 as a Senior Advisor...

Steven Broadhead

Senior Associate, Client Operations

Steve joined the firm in 2017 and serves as an...

Scott Brody

Senior Vice President

Scott joined the firm in 2015 through the acquisition of...

Stephanie Carmel, CFP®, CDFA™, MBA

Advisor Associate

Stephanie serves as an advisor associate in the firm’s New...

Kimberly Carter

Director, Human Resources

Kimberly serves as the Director of Human Resources for Wealthspire...

Jill Cockerham

SVP, Director of Marketing & Communications

Jill joined Wealthspire in 2016 and oversees all marketing, communications,...

Brion Collins, CFP®, CLU, ChFC®

Managing Director

Brion has a passion for changing lives that he brings...

Justin Cone

Advisor Associate

Justin joined the firm in 2019 and works as an...

Kevin Couper, CFP®

Senior Vice President

Kevin joined the firm in 2014 and serves as an...

Rebecca Cummings

Client Service Associate

Rebecca is a Client Service Associate in our New York...

Jay Czarapata, CFP®, CRPS®

Senior Vice President

Jay has been with the firm since 2011. He specializes...

Connor Darrell, CFA®

Assistant Vice President, Investments

Connor is a member of the Investments Team and is...