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...
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...
Kevin Brady, CFP®
Vice President
As a Financial Advisor in our New York Office, Kevin...