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  • Planning
    • Considerations
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  • Investing
    • Our Investment Philosophies
    • Impact Investing
    • Outsourced Chief Investment Officer Services
  • About
    • Why Work With Us?
    • Meet Our Team
    • Recognition
    • For Experienced Advisors
    • Diversity, Equity, Inclusion, & Belonging
  • Client Experience
    • FAQs
    • Client Reporting
    • Wealthspire Pathways
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    • Blog
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Our Team

Laura Barry, CFP®, CeFT®

Managing Director

Yoni Berhane, CFP®

Vice President

Katrina Capul

Human Resources Manager

Crystal Cox, CFP®, CRPC®

Senior Vice President

Jay Frank, CFP®, CLU, ChFC®

Senior Vice President

Anora Gaudiano, CFP®

Assistant Vice President

Zachary Gering, CFP®

Managing Director

Carolyn Jerome

Director, Human Resources

Myka Koenen, CFP®

Assistant Vice President

Emily Kurisky

Senior Associate, Marketing & Communications

Mike LaMena, AIF®

Chief Executive Officer

Marilyn S. Napoli, CFP®

Senior Vice President

Vilas Naralakattu, FPQP™

Assistant Vice President, Director of Strategic Growth

Emily Platt, CFP®

Senior Associate, Investments

Samia L. Reed, FPQP™

Advisor Associate

Eric Sontag, CFA®

President & Chief Operating Officer

Emily Tiernan

Senior Client Service Associate

Tatiana Vinogradov, CFP®, CDFA®, AIF®

Assistant Vice President

Travis Walters

Assistant Vice President, Client Operations

Andrew S. Weissman, J.D., CFP®

Vice President, Senior Wealth Advisor

Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
Wealthspire Advisors® is a trademark registered with the United States Patent and Trademark Office, and is solely owned by NFP Corp.

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© 2022 Wealthspire Advisors

Client Login
  • Planning
    • Considerations
    • Trusts & Estates
    • Client Reporting
  • Investing
    • Our Investment Philosophies
    • Impact Investing
    • Outsourced Chief Investment Officer Services
  • About
    • Why Work With Us?
    • Meet Our Team
    • Recognition
    • For Experienced Advisors
    • Diversity, Equity, Inclusion, & Belonging
  • Client Experience
    • FAQs
    • Client Reporting
    • Wealthspire Pathways
  • News & Resources
    • Blog
    • Newsroom
    • Guides and Whitepapers
    • Market Commentary
    • Videos
    • Financial Dictionary
  • Contact
    • Find an Office
      • Annapolis
      • Appleton
      • Chicago
      • Delafield
      • Fulton
      • Madison
      • Milwaukee
      • Morristown
      • New York
      • Palm Beach Gardens
      • Potomac
      • Reston
      • Salisbury
      • San Francisco
      • San Rafael
      • Seattle
      • West Hartford
      • Westport
    • Careers