Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to...
Mary joined predecessor firm Sage Financial Advisors in 2017 as...
Martha joined the firm in early 2003. She serves as...
Hoyt joined the firm in 2016. In his role as...
Based in our Palm Beach Gardens, FL office, Marnie joined...
Karl joined the team in 2017 following an internship with...
Bryan joined the firm in 2015 and works as...
Paul Sturm is Director of IT and is based in...
Karla joined the firm in 2020 with the acquisition of...
Michele joined the firm in 2009 as an Operations Associate...
Ben is a senior advisor associate in our New York...
Julie serves as a senior associate on the Client Operations...
Erik joined the team in 2020 through the acquisition of...
Ann Rose is based in our New York City office...
Fatima is a Client Operations Administrator in the New York...
Tim Talbott is a Senior Advisor Associate in the San...