John Thiel is an Assistant Vice President and Advisor in...
Matthew serves as an advisor associate in our West Hartford,...
Emily joined the firm in 2009 and serves as a...
Natalie joined the firm in 2015 and serves as an...
Pema works in the New York office as a Senior...
Karyn is a Senior Client Service Associate in the Milwaukee...
Vicki joined Wealthspire in 2020 as part of the legacy...
Rick currently serves as Executive Vice President, Business Development, and...
Tatiana is an advisor based in our Annapolis, Maryland office....
Ed joined the firm in 2020 through the acquisition of...
Sarah serves as the Brand Manager on the firm’s Marketing...
Charlie joined Wealthspire Advisors as part of the legacy StratWealth...
Virgil serves as a Client Operations Associate based in our...
Nick Walser is an associate on the Investment Team and...
Travis joined the firm in 2011 and serves as an...
Michèle joined the firm in 2011 and serves as both...