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...
