Our People

Adeola Adebamowo

Client Service Associate

Adeola is a Client Service Associate based in the Fulton,...

Craig Amico, CFA®, CIPM®

Vice President, Investments

Craig serves as a member of the Investment Team and...

Devanshu Amin

Advisor Associate

Devanshu serves as an advisor associate in our New York...

Andrew Ark, CFP®, CIMA®

Assistant Vice President

As an advisor, Andrew works closely with clients to design,...

Marc E. Austin, CFP®, CPA

Senior Vice President

Marc joined the Wealthspire team through the acquisition of Private...

Julie A. Back, CFP®

Senior Vice President

Julie Back is a Senior Vice President and Financial Advisor...

Kwame Baffo-Gyan

Associate, Data Operations

Kwame is a Data Operations Associate based in San Rafael,...

Alberto Barajas

Associate, Investments

Alberto is a member of the Investment Team and is...

Abby R. Bare, SHRM-SCP, MBA

Vice President, Finance

Abby serves as a Vice President on the Finance team,...

Laura Barry, CFP®, CeFT®

Managing Director

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

Nikki Bell

Senior Vice President, Intermediary Business

Nikki serves as Senior Vice President, Intermediary Business, and is...

Camila Bentos

Advisor Associate

Camila is an advisor associate based in our New York...

Yoni Berhane, CFP®

Vice President

Jonathan “Yoni” Berhane is a Financial Advisor who works with...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Maddy Bowles, CFP®

Assistant Vice President

Maddy serves as an Assistant Vice President and advisor in...

Petra Braaksma

Senior Client Service Specialist

Petra Braaksma is a Senior Client Service Specialist based in...