Eric Castillo

Chief Technology Officer

Eric Castillo serves as Chief Technology Officer of Wealthspire Advisors and is based in our New York City headquarters.

Previously, Eric was Chief Information Officer at LionTree, a global technology and media investment bank, where he oversaw the firm’s technology efforts including application development, data operations, and infrastructure. Prior to LionTree, he was Chief Technology Officer at Dynasty Financial Partners, a leading platform for independent RIAs, and was responsible for advisor technology, data integrations, and custom applications. He also previously served as Chief Technology Officer of Stelac Advisory, a global multi-family office serving international clients and endowments. Earlier in his career, he was a financial advisor at Morgan Stanley and an analyst in institutional equity sales at Lehman Brothers. He received his bachelor’s degree from Harvard University.

Previous Experience

  • Chief Information Officer at LionTree LLC
  • Chief Technology Officer at Dynasty Financial Partners
  • Chief Technology Officer at Stelac Advisory Services LLC

Education & Credentials

  • BA, Harvard University

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.