Connor Holly
Assistant Vice President, Data Operations
Connor joined the firm in 2014 and serves as an...
Kadeidra Honey-Brooks, J.D.
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning
Kadeidra serves as Senior Vice President, Director of Wealth Strategy...
Tim Hughes, CFP®
Managing Director
Tim Hughes is a Managing Director and the Atlantic Regional...
Justin Hult, MBA, CFA®
SVP, Head of Trading, Portfolio Management, and Risk Management
Justin Hult, based in the San Rafael office, is a...
Ashley E. Iddings, CIMA®, CPWA®
Managing Director
Ashley is a Managing Director and head of Wealthspire Advisors’...
Christopher Izmirlian
VP, Strategic Growth & Marketing
Chris plays a dual role for Wealthspire, serving as the...
Pahola Jara
Senior Associate, Client Operations
Pahola is a Senior Associate on the Client Operations team,...
Chris Jennings, CFP®
Vice President
Joining the team in 2023 through the acquisition of Heron...
Carolyn Jerome
Director, Human Resources
Carolyn Jerome is a Director of Human Resources and is...
Megan John, CFP®
Assistant Vice President, Client Service
Megan serves as an Assistant Vice President, Client Service in...
Kristin Johnson
Assistant Vice President, Finance
Kristin Johnson joined the firm in 2007 as an Operations...
Ryan Jordan, CFP®
Senior Advisor Associate
Ryan is a senior advisor associate in the firm’s Potomac...
Dmitriy Katsnelson
Deputy Chief Investment Officer
Dmitriy joined the firm in 2015 through the acquisition of...
Brent Katterheinrich
Assistant Vice President, Investments
Brent Katterheinrich joined the firm in 2014, originally as a...
Randy Kaufman
Senior Vice President
Joining the team in 2023 through the acquisition of Heron...
Thomas J. Kavanagh, CFP®, CPWA®️
Senior Vice President
Tom works extensively with our wealth advisors and clients on...
