Our People

Patricia DCosta

Associate, Data Operations

Patricia is a Data Operations Associate based in Potomac, MD,...

Michael Del Priore

Chief Compliance Officer

Michael joined the firm in 2018 with more than twelve...

Michael Delgass, J.D.

Managing Director

An advisor and head of our Northeast region, Mike uses...

Karen Dempsey

Associate, Client Operations

Based in our Potomac, MD office, Karen is a client...

Gary P. Desjardins, CFP®, AIF®, CEP

Managing Director

Gary is a managing director and advisor based in Wealthspire’s...

Justin deTray, CFP®

Managing Director

Justin deTray is a Managing Director and Advisor in the...

Simi Dhall, CFP®

Senior Vice President

Simi brings 20 years of experience working with clients and...

David Dickman

Senior Vice President

David is an advisor in the firm’s Potomac, MD office,...

James Dieck

Senior Associate, Advisory Technology

James serves as a senior associate on the firm’s advisory...

Scott Dillie, CFP®

Senior Vice President

Scott joined the team in 2017 following three years as...

Chandra Dindial

Senior Associate, Client Operations

Chandra is a Senior Client Operations Associate based in our...

Robin Dobbs, CFP®

Senior Vice President

Robin is a Senior Vice President in our Potomac, MD...

John Dobson, CFP®

Assistant Vice President

John joined the team in 2017 and serves as an...

Frederick E. Dopfel, Ph.D.

Strategic Advisor, Investment Committee

Fred Dopfel is Strategic Advisor and a member of the...

Eric Dostal, J.D., CFP®

Senior Vice President

Eric is a seasoned financial professional who has been dedicated...

Kristin Economou

Client Service Specialist

Kristin is a Client Service Specialist based in the San...