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Joshua Braunschweig
Senior Associate, Accountant
Steven Broadhead
Assistant Vice President, Client Operations
Scott Brody
Senior Vice President
Alexandra Burkard
Senior Advisor Associate
John R. Burns, J.D.
Senior Advisor Associate
Nick Bussard, CFP®
Senior Advisor Associate
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
Senior Vice President
Katrina Capul
Human Resources Manager
Suzzie Carbone
Client Service Associate
Stephanie Carmel, CFP®, CDFA®, MBA
Senior Advisor Associate
Diane Cauchois
Senior Associate, Investments
Rudolph J. Cervetto III
Receptionist
Karolina Chernyak, FPQP™
Senior Client Service Specialist
Rachel Clore
Client Service Associate
Pat Coelho
Receptionist
Rokhand Collins
Client Service Specialist
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Client Login
Planning
Considerations
Trusts & Estates
Client Reporting
Investing
Our Investment Philosophies
Impact Investing
Outsourced Chief Investment Officer Services
About
Why Work With Us?
Meet Our Team
Recognition
For Experienced Advisors
Diversity, Equity, Inclusion, & Belonging
Client Experience
FAQs
Client Reporting
Wealthspire Pathways
News & Resources
Blog
Newsroom
Guides and Whitepapers
Market Commentary
Videos
Financial Dictionary
Contact
Find an Office
Annapolis
Appleton
Chicago
Delafield
Fulton
Madison
Milwaukee
Morristown
New York
Palm Beach Gardens
Potomac
Reston
Salisbury
San Francisco
San Rafael
Seattle
West Hartford
Westport
Careers
