Steven Broadhead
Vice President, Client Service Manager
Steven leads client service teams across Wealthspire’s New York region, overseeing service delivery with a focus on consistency, accountability, and dependable follow-through. With more than 10 years of wealth management experience, he works closely with clients, advisors, and specialized teams to coordinate complex needs, address time-sensitive matters, and maintain a high standard of service across every interaction. Steven’s background spans wealth management operations, custodial services, and client service leadership. He has experience supporting multi-entity relationships, trust and estate matters, major life transitions, and other complex situations that require both technical knowledge and sound judgment. In addition to his client responsibilities, Steven is committed to mentoring and developing client service professionals and building teams that deliver consistent, responsive service. Steven earned a Bachelor of Science in Finance from SUNY New Paltz.
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.
