Wyatt serves as an advisor associate on our New York...
Melissa Restivo is a Client Service Specialist based in our...
Greg brings over two decades of experience to the team...
Nate serves as a senior advisor associate in our New...
Omar is a Senior Client Operations Associate based in our...
Based in our New York City office, Casey assists with...
Greg serves as an assistant vice president on the firm’s...
Courtney Roberts is a project manager based in our Seattle...
Oona is a Senior Advisor Associate based in our San...
Stacey joined the firm in 2018 and serves as an...
As a Managing Director and Head of Client Service, Jandy...
Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors...
Kelly serves as a marketing and growth manager for the...
Anthony is a Client Service Associate based in the firm’s...
Tom serves as a Finance Associate in our Madison, WI...
Marie is an Assistant Vice President on our Client Operations...