Zachary Gering, CFP®
Managing Director
Zachary Gering is a Managing Director, financial advisor, and also serves as the New York Office Leader. Zach serves business executives, attorneys, physicians, and other professionals with sophisticated financial management needs who welcome a trusted partner to help them achieve financial independence and security. He works with his clients to develop, implement, and oversee solutions that integrate investment, cash flow, and tax planning into a comprehensive strategy. His goal is to help his clients plan for life’s unique financial situations and make informed decisions that positively impact their future. Previously, Zach worked as a Senior Analyst at Citco Fund Services.
Zach is an outspoken advocate for providing the next generation of advisors with a supportive environment for pursuing a career in financial services. Since 2016, he has been responsible for the design and oversight of the New York office’s Associate Program and Wealthspire’s national intern program, the latter of which provides future financial advisors across the country an opportunity to gain real world experience within a leading RIA.
Zach was named to Forbes' 2025 list of Best-In-State Wealth Advisors and was honored as one of InvestmentNews' Excellence Awardees for Advisor of the Year (Regional – Northeast).
Zach is an outspoken advocate for providing the next generation of advisors with a supportive environment for pursuing a career in financial services. Since 2016, he has been responsible for the design and oversight of the New York office’s Associate Program and Wealthspire’s national intern program, the latter of which provides future financial advisors across the country an opportunity to gain real world experience within a leading RIA.
Zach was named to Forbes' 2025 list of Best-In-State Wealth Advisors and was honored as one of InvestmentNews' Excellence Awardees for Advisor of the Year (Regional – Northeast).
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.
