Our People

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...

Kristoffer Andersen

Senior Advisor Associate

Kristoffer serves as a Senior Advisor Associate, joining the firm...

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...

Kwame Baffo-Gyan

Associate, Data Operations

Kwame is a Data Operations Associate based in San Rafael,...

Frank Balas, CFA®

Vice President, Investments

Frank joined the team in 2023 as a Vice President...

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...

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...

Eric Bernstein, CAIA

Senior Vice President, Investments

Since joining predecessor firm GM Advisory Group in 2015, Eric...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Michael Bongiorno, FPQP™

Advisor Associate

Michael is an Advisor Associate based in Melville, NY, working...