Richard Van Benschoten, CFP®
Executive Vice President, Business Development
Rick currently serves as Executive Vice President, Business Development, and draws on more than 30 years of experience in managing wealth and investments for clients. He was a founding partner of a Wealthspire predecessor firm where he previously served as CEO. He is a frequent event speaker and is often sought out by various media such as Forbes, Worth, CNN, CNBC, and others for his insights and opinions.
Rick earned his bachelor’s degree in finance from Lehigh University and a master’s in real estate development from New York University. He also holds the CERTIFIED FINANCIAL PLANNER® designation.
Fueled by a passion for giving back to both the industry and his community, Rick serves on the Boards of Covenant House New York, Lehigh University College of Business and Economics, is a First Tee National Trustee, and is past Chair of Finseca, the financial services industry’s advocacy association.
Rick earned his bachelor’s degree in finance from Lehigh University and a master’s in real estate development from New York University. He also holds the CERTIFIED FINANCIAL PLANNER® designation.
Fueled by a passion for giving back to both the industry and his community, Rick serves on the Boards of Covenant House New York, Lehigh University College of Business and Economics, is a First Tee National Trustee, and is past Chair of Finseca, the financial services industry’s advocacy association.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
