Our People

Adeola Adebamowo

Client Service Associate

Adeola is a Client Service Associate based in the Fulton,...

Andrew Ark, CFP®, CIMA®

Assistant Vice President

As an advisor, Andrew works closely with clients to design,...

Marc E. Austin, CFP®, CPA

Senior Vice President

Marc joined the Wealthspire team through the acquisition of Private...

Julie A. Back, CFP®

Senior Vice President

Julie Back is a Senior Vice President and Financial Advisor...

Abby R. Bare, SHRM-SCP, MBA

Assistant Vice President, Finance

Abby recently rejoined Wealthspire as an Assistant Vice President in...

Laura Barry, CFP®, CeFT®

Managing Director

Laura joined the firm in 2004 as an experienced advisor...

Nikki Bell

Senior Vice President, Intermediary Operations

Nikki serves as Senior Vice President, Intermediary Operations, and is...

Camila Bentos

Advisor Associate

Camila is an advisor associate based in our New York...

Yoni Berhane, CFP®

Vice President

Jonathan joined the firm in 2016 with a strong background...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Sara Botsch

Client Service Associate

Sara is a client service associate working out of the...

Maddy Bowles

Senior Advisor Associate

Maddy serves as a senior advisor associate in our Park...

Petra Braaksma

Senior Client Service Specialist

Petra Braaksma is a Senior Client Service Specialist based in...

Kevin Brady, CFP®

Vice President

As a Financial Advisor in our New York Office, Kevin...

Steve Branton, CFP®, CPCC®

Senior Vice President

Steve Branton is a Senior Vice President and Advisor in...

Briara Braun

Legal & Compliance Associate

Based in our Milwaukee, WI office, Briara serves as an...