Welcome StratWealth team and clients! Learn more here.

Oct 16 2019
Love0
Aviva Pinto

Aviva Pinto, CDFA™, CDS™

Aviva Pinto joined the firm in 2015 through the acquisition of Highline Wealth Management and has over 25 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of business, inheritance, divorce, widowed) to determine the most appropriate course of action for their financial assets. She helps guide them so they feel more confident about their financial future. A frequent speaker at family office conferences and events, Aviva has been voted one of the Top 50 Businesswomen on Long Island for multiple years and was named one of Crain's New York Business…
Read More
Oct 16 2019
Love0
Martha Staniford

Martha Staniford

Martha joined the firm in early 2003. Martha serves as a senior advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax management and estate planning into a comprehensive financial/investment strategy. She is an active volunteer and currently serves on the board of the Petey Greene Program and the Zoning Board of Appeals in Connecticut. Previous Experience Executive Director at CIBC Oppenheimer’s Private Client Division creating the Wealth Management Alliance (WMA) program, a virtual family office Managing Director at Bankers Trust Company/Alex Brown Managing Director at BT Brokerage Managing Director & Head of Latin…
Read More
Oct 16 2019
Love0
Grant Ruder

Grant Ruder, CFP®

Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and has been with the firm and its predecessors since 2007. With over a decade of experience as a fiduciary and objective advisor, he has supported high net worth individuals and their families, endowments, and other institutional clientele. No matter the client’s unique circumstances, Grant has demonstrated the ability to integrate key areas of investment management, cash flow and retirement planning, insurance, estate and tax situations. This ensures clients he is considering a wide range of variables that could impact their financial lives while most importantly, managing their risk. Grant’s…
Read More
Oct 15 2019
Love0
Donna Levy

Donna Levy

Donna joined the firm in 2000. She serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax management and estate planning into a comprehensive financial/investment strategy. Donna is also an active member of the Investment Policy Committee and has over 30 years of wealth management experience. She previously served as the Director of Investment Advisory Services for Clarfeld Financial Advisors Inc., a financial planning, tax, and investment advisory firm specializing in providing comprehensive financial services to high net worth individuals and executives of multinational corporations. She also held positions as Vice…
Read More
Oct 15 2019
Love0
Zach Gering

Zachary Gering, CFP®

Zachary joined the firm in 2012 and serves as an Advisor and SVP of the firm. Zach works with clients to develop, implement and oversee solutions that integrate investment, cash flow, insurance, tax and estate planning into a comprehensive strategy. He enjoys helping clients plan for and work through their unique financial situations. Zach is also responsible for the design and oversight of the New York office's Associate Program. Previous Experience Senior Analyst at Citco Fund Services, Hedge Fund Administration Group Staff Accountant at RMSB&G Education & Credentials BS, Martin J. Whitman School of Management at Syracuse University, Accounting and…
Read More
Oct 15 2019
Love0
Craig Fasano

Craig Fasano, J.D.

Craig has over 20 years of experience in the wealth management industry. He joined the firm in 2003 as an advisor working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial/investment strategy. He previously worked at U.S. Trust Company where he advised high net-worth families and corporate executives in all aspects of wealth management. Craig is a member of the New York State Bar Association and the American Bar Association and serves on the investment committee of the Montclair Community Pre-K and Lulu’s Fund. He lives in Montclair,…
Read More
Oct 15 2019
Love0
Kevin Couper

Kevin Couper, CFP®

Kevin is a Senior Vice President and wealth advisor for Wealthspire Advisors. As co-head of the Boca Raton office, he works with clients to help them understand their personal financial situation while developing and implementing solutions that integrate investment, insurance, retirement, tax, and estate planning strategies. Kevin especially enjoys working with business owners and executives to provide timely, meaningful financial advice in their busy lives and constantly changing environments. Holding previous positions as a financial advisor for Penn Mutual and AXA Equitable, he brings over 10 years of experience in the financial services industry and a strong background in financial…
Read More
Oct 04 2019
Love0
Tim Hughes

Tim Hughes, CFP®

Tim Hughes has been with the firm and its predecessors since 2007, and currently serves as head of the Reston, VA office. He has over twenty years of experience tailoring to the goals of business owners, families, real estate developers, profit sharing plans, and retirees. Tim specializes in helping charitably inclined families optimize their philanthropic goals and applying collateralized lending strategies to help business owners and investors bridge uneven cash flow needs. He has a passion for renewable energy strategies and has been involved in the firm’s impact investing initiative. Tim has been quoted in industry publications, and authored articles…
Read More
Oct 03 2019
Love0
John Wolff

John Wolff, CFP®, AIF®, CLU, ChFC

John and his team joined the firm in 2017 after 10 years as CEO of Capital Fiduciary Advisors (CFA), an independent Registered Investment Advisor firm he founded in 2006. At CFA, he and his associates provided clients with objective, unbiased investment and financial planning advice. Before forming CFA, John was a Managing Director at Andersen Tax in McLean Virginia where he was responsible for the Investment Advisory practice and led a team that advised on over $2 billion of client assets – private and institutional. Prior to Andersen Tax, John spent 16 years with Prudential Financial in the D.C. region…
Read More
Oct 03 2019
Love0
Michele Walthert

Michèle Walthert, CFP®, CRPC®

Michele joined the firm in 2011 and currently serves as co-head of the Potomac, MD office. Michele has almost two decades of experience addressing the unique and complex financial needs of high net worth executives, retirees, and families. In her role, she has developed a specialty working with clients going through life changes, such as retirement, divorce, and widowhood. Michele formerly chaired the firm’s Financial Planning Committee and is now a member of the Advisor Council. Previously, Michele was a senior financial advisor with the Global Wealth Management Group at Merrill Lynch where she worked for ten years. Previous Experience…
Read More