Jeremy is a client service associate based in our New...
Patricia is a Data Operations Associate based in Potomac, MD,...
Michael joined the firm in 2018 with more than twelve...
An advisor and head of our Northeast region, Mike uses...
Based in our Potomac, MD office, Karen is a client...
Gary is a managing director and advisor based in Wealthspire’s...
Justin deTray is a Managing Director and Advisor in the...
Simi brings over 20 years of experience working with clients...
David is an advisor in the firm’s Potomac, MD office,...
Scott joined the team in 2017 following three years as...
Chandra is a Senior Client Operations Associate based in our...
Robin is a Senior Vice President in our Potomac, MD...
John joined the team in 2017 and serves as an...
Fred Dopfel is Strategic Advisor and a member of the...
Eric is a seasoned financial professional who has been dedicated...
Kristin is a Client Service Specialist based in the San...