John-David Kirby

Family Office Accountant

J.D., a Family Office Accountant based in Melville, NY, is responsible for preparing client financial statements and managing clients’ bill pay processes, helping our valued clients navigate the most complex financial information with ease.

With a passion for growth and a commitment to building a strong foundation to serve clients, J.D. has pursued academic and professional excellence. He obtained his bachelor’s degree in business management with a minor in accounting from Stony Brook University in 2022, receiving the academic excellence in accounting award for the highest GPA in his class. J.D. then earned his master’s degree in accounting from Stony Brook University in 2023 and is currently pursuing his CPA license, further enhancing his expertise.

He brings prior experience in the family office field, working as a Family Office Accountant at predecessor firm GM Advisory Group. He has also worked in the private tax industry, as a part-time accountant for La Sala CPA on Long Island.

Outside of the office, J.D. has a passion for volleyball and sports in general. When not playing volleyball, he can often be found cheering on the Steelers or the Knicks.

Previous Experience

  • Family Office Accountant at GM Advisory Group
  • Accounting Intern at GM Advisory Group
  • Accountant at La Sala CPA

Education & Credentials

  • BBA, Stony Brook University, Business Management, minor in Accounting
  • MS, Stony Brook University, Accounting

*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.