Pietro serves as an advisor in one of our New York City offices, leveraging his strong background in financial planning and client service to help clients establish and achieve their long-term financial goals.
Bringing over a decade of experience to the role, Pietro has developed a passion for implementing unique planning strategies through his work with clients who are part of the LGBTQ+ community.
Residing in Mamaroneck, NY, Pietro enjoys traveling, staying active, and spending time with family in his spare time.
- Financial Advisor at Christopher Street Financial
- Financial Planning Analyst at Christopher Street Financial
- Client Service Manager at Pell Wealth Partners
Education & Credentials
- BS, Manhattan College, Finance & Marketing
- Certified Financial Planner™ (CFP®)
- Series 7 and 66 licenses
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.