Our People

DJ Loduha

Accounts Payable Coordinator

DJ serves as an Accounts Payable Coordinator in our Madison,...

Marjorie Long

Client Service Associate

Marjorie is a client service associate based in one of...

Andrew Lopez

Associate, Investments

Andrew serves as an associate on the Investment Team, with...

Brian Loy, CFA®, CFP®

Senior Vice President

Brian believes in living life on purpose, rather than “just...

Sacha Lutchman

Assistant Vice President, Data Operations

Sacha joined the firm in 2014 and serves as an...

Yadeiri Luzon

Associate, Client Operations

Yadeiri serves as a client operations associate and is based...

Andrew Macaleer, CFA®

Vice President

As an advisor, Drew leverages his background in portfolio management...

Kimberly S. Magaha, CFP®, AIF®

Senior Vice President

Kim joined Wealthspire in 2020 along with her previous firm,...

M. Zach Mangels, MSFP, CFP®

Senior Vice President

Zach Mangels is a Senior Vice President and Financial Advisor...

Dominick Matteo, CFP®

Senior Advisor Associate

Dominick serves as a senior advisor associate in our New...

Michael Maurer

Client Service Associate

Mike is a Client Service Associate for the firm’s Reston,...

Chris Maxey, CAIA

Managing Director, Chief Market Strategist

Chris serves as Managing Director and Chief Market Strategist on...

Michele Mayo

Vice President, Client Operations

Michele Mayo is a Vice President on the Wealthspire’s Client...

Felicia McGee

Senior Client Service Associate

Felicia is a Senior Client Service Associate in the firm’s...

Corey McGuire, CFA®

Vice President, Investments

Corey serves as a Vice President on the Investment Team....

Chris McLoughlin

Senior Associate, Client Operations

Chris serves as a Senior Associate on our Client Operations...