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Our People

Katharine Schelhorn, CFP®
Katharine Schelhorn, CFP®

Senior Vice President

Karenna Schneider
Karenna Schneider

Client Service Associate

Sheila Schroeder
Sheila Schroeder

Consultant, Regional Head of Business Development

Jake Scott, CFP®
Jake Scott, CFP®

Assistant Vice President

Garrett Scranton, CFP®
Garrett Scranton, CFP®

Senior Advisor Associate

Dave Scuitto
Dave Scuitto

Senior Client Service Associate

Lilli Seidman
Lilli Seidman

Advisor Associate

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

Assistant Vice President

Natalie Sequeira
Natalie Sequeira

Senior Associate, Data Operations

Liz Sforza
Liz Sforza

Senior Client Service Associate

Sneh  Shah, CPA
Sneh Shah, CPA

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