skip to main content
Form CRS Disclosures Client Login

Our People

Stephanie Selbach, CFP®, ChSNC®
Stephanie Selbach, CFP®, ChSNC®

Assistant Vice President

Natalie Sequeira
Natalie Sequeira

Assistant Vice President, Advisor Technology

Liz Sforza
Liz Sforza

Senior Client Service Associate

Sneh  Shah, CPA, CFP®
Sneh Shah, CPA, CFP®

Supervisor, Family Office Accounting

Joel Shapiro, J.D., LL.M.
Joel Shapiro, J.D., LL.M.

Head of Wealthspire Retirement Advisory

Vicky Shi
Vicky Shi

Assistant Vice President, Client Service Manager

Danielle Siano, MS, RD
Danielle Siano, MS, RD

Special Projects Manager

Lily Smith
Lily Smith

Advisor Associate

Liam Smith
Liam Smith

Advisor Associate

Kevin Smith, CFP®
Kevin Smith, CFP®

Senior Vice President

Luke Smith, CFP®, AIF®
Luke Smith, CFP®, AIF®

Senior Vice President

Karen Smith, J.D., IACCP®
Karen Smith, J.D., IACCP®

Senior Vice President, Legal & Compliance

Callie Smothers
Callie Smothers

Office Coordinator

Benjamin  Snediker
Benjamin Snediker

Senior Advisor Associate

Gary Sobelman
Gary Sobelman

Managing Director