Matthew Yakstis, CPA

Vice President, Finance

Matthew serves as a Vice President on the Finance team where he collaborates closely with the firm’s Controller and Chief Financial Officer. He became part of Wealthspire in 2023 following the acquisition of GM Advisory Group, bringing over 15 years of extensive experience in accounting and finance.

Matthew previously held positions at various accounting firms, working with a broad array of clients, before transitioning to focus on finance roles within the wealth management industry.

Outside of his professional life, Matthew enjoys quality time with his wife and daughter. He is an avid golfer and volleyball enthusiast, and he loves spending weekends at his lake house in the Poconos.

Previous Experience

  • Director of Finance at GM Advisory Group
  • Manager of Client Accounting Advisory Services Group at Anchin, Block & Anchin LLP
  • Accountant at Needleman and Schacter, LLP

Education & Credentials

  • BA, Queens College – City University of New York, Accounting
  • Certified Public Accountant (CPA)

*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.