Gary Sobelman
Managing Director
Gary joined the firm in 2015 and is an advisor based in the Philadelphia, PA, area. He brings over 25 years of investment experience to the firm. Most of his career has been spent working with successful families and related institutions to achieve their financial objectives. Areas of focus include ongoing strategic planning and investment implementation integrated within the income and estate tax environment.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
