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...
Based in our San Rafael office, Mike serves as the...
Katharine joined the firm’s Reston, VA office in 2020 after...
Sheila Schroeder is a business development consultant and heads business...