Nate Richardson
Senior Advisor Associate
Nate serves as a senior advisor associate in our New...
Omar Rivera
Senior Associate, Client Operations
Omar is a Senior Client Operations Associate based in our...
Casey Riviezzo, CFP®
Assistant Vice President
Based in our New York City office, Casey assists with...
Gregory Roberts
Assistant Vice President, Finance
Greg serves as an assistant vice president on the firm’s...
Courtney Roberts
Project Manager
Courtney Roberts is a project manager based in our Seattle...
Oona Rokyta
Senior Advisor Associate
Oona is a Senior Advisor Associate based in our San...
Stacey Rosenson, CFP®
Senior Vice President
Stacey joined the firm in 2018 and serves as an...
Jandy Rowe
Managing Director, Head of Client Service
As a Managing Director and Head of Client Service, Jandy...
Grant Ruder, CFP®
Managing Director
Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors...
Kelly Ruh
Marketing & Growth Manager – Midwest
Kelly serves as a marketing and growth manager for the...
Anthony Sainclair
Client Service Associate
Anthony is a Client Service Associate based in the firm’s...
Tom Sand
Associate, Finance
Tom serves as a Finance Associate in our Madison, WI...
Marie Santangelo
Assistant Vice President, Client Operations
Marie is an Assistant Vice President on our Client Operations...
Mike Sbrocco
Managing Director, West Region Leader
Based in our San Rafael office, Mike serves as the...
Katharine Schelhorn, CFP®
Vice President
Katharine joined the firm’s Reston, VA office in 2020 after...
Sheila Schroeder
Consultant, Regional Head of Business Development
Sheila Schroeder is a business development consultant and heads business...
