Our People

Senior Vice President, Head of Family Office Accounting

Client Service Associate & Office Manager

Senior Vice President, Head of Wealthspire at Work

Senior Associate, Investments Trader

Advisor Associate

Senior Vice President

Chief Revenue Officer, Head of Institutional

Senior Vice President

Vice President, Digital Marketing

Assistant Vice President

Senior Associate, Data Operations

Senior Client Service Associate

Senior Associate, Onboarding Specialist

Managing Director

Vice President

Assistant Vice President, Client Service