Donna Levy
Managing Director
Donna Levy is a Managing Director and financial advisor at...
Alice Li
Client Service Associate
Alice serves as a Client Service Associate in the firm’s...
Julie Lisischeff
Senior Vice President, Client Service
Julie has been with the firm and its predecessors since...
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 our New...
Andrew Lopez
Associate, Investments
Andrew serves as an associate on the Investment Team, with...
Brian Loy, CFA®, CFP®
Managing Director
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®
Senior Vice President
As an advisor, Drew leverages his background in portfolio management...
Kimberly S. Magaha, CFP®, AIF®
Managing Director
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
Senior Vice President, Client Operations
Michele Mayo is a Senior Vice President on Wealthspire’s Client...
