Sarah Wotherspoon

Sarah Wotherspoon, MS, CFP®, CDFA®

Sarah Wotherspoon is a Managing Director and Advisor in the San Rafael office. Sarah has been with the firm and its predecessors since 2005 and in wealth management for 20 years. She is devoted to… Partnering with clients in making solid financial decisions by integrating financial analytics with what’s most important to them Leading our West Coast advisors, a wonderfully passionate, collaborative and thoughtful bunch Sarah is a member of the San Francisco chapter of the Financial Planning Association and the Marin County Estate Planning Council. She also serves on the boards of Heartwood Educational Collaborative, dedicated to supporting Waldorf…
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Ben Kille

Benjamin D. Kille, CFP®, CIMA®, AIF®

Ben brings over 30 years of experience in the financial industry to his work as an advisor. He joins the Wealthspire team from his previous role as Managing Member of Private Capital Group, which he established with a “Serve First” philosophy in 2003 to better fulfill the needs of clients. Before founding Private Capital Group, Ben worked as the Regional Director of Investments for CIGNA/Lincoln Financial Services from 1988 to 2003, gaining industry and practice knowledge from two leading financial institutions. Ben is an active member of the Estate of Business Planning Council of Hartford and holds the Certified Financial…
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Jay Eichelberger

James K. Eichelberger, CFP®, AIF®

Jay joined the Wealthspire team in 2020 after his extensive tenure as founding partner and Chairman of StratWealth, where he and his partners built a multiple award-winning financial advisory firm. He is now a Managing Director and advisor with Wealthspire, serving clients from the firm’s Fulton and Annapolis, MD offices. Jay has been listed as one of the 250 Top U.S. Advisers in Worth Magazine in 2001, 2002, and 2004, and is the 2015 recipient of SmartCEO’s Money Manager Award. James is a past President and Chairman of the Board of Directors of the Maryland Institute of Certified Financial Planners.…
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David Dickman

David Dickman

David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. He specializes in the development and implementation of individualized investment solutions, integrating tax, trust & estate, insurance, retirement, legacy and charitable planning. David takes pride in helping clients achieve their financial goals and providing them with the comfort that all of their wealth management needs are addressed. David has over 15 years of experience in the industry, most recently serving as Director of Business Development & Investor Relations for Billings Capital Management. In addition, he worked closely with ultra-high net-worth…
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Aviva Pinto

Aviva Pinto, CDFA®, CDS

Aviva Pinto joined the firm in 2015 through an acquisition and has over 30 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. Aviva is currently on the finance council of Forbes.com. 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…
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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…
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Kevin Moloney

Kevin Moloney

Kevin joined the firm in 2013 as an advisor and now serves as both a Managing Director and Madison office lead. With over 20 years of experience in wealth management and retirement and financial planning, he has worked with individual high net worth clients, foundations, trusts and corporations. In prior roles, Kevin has developed detailed retirement planning tools to educate clients on retirement readiness and accumulated extensive experience with alternative investments and their application to portfolios. Kevin has served as a member of the firm’s Investment Committee. Previous Experience Vice President/Investor/Private Wealth Management at J.P. Morgan Manager, Financial Services at…
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Zach Gering

Zachary Gering, CFP®

Zachary joined the firm in 2012 and serves as an Advisor and Managing Director of the firm. Zach works with clients to develop, implement, and oversee solutions that integrate investment, cash flow, tax and estate planning into a comprehensive strategy. He enjoys helping clients plan for life’s unique financial situations and making informed financial decisions. Zach is also responsible for the design and oversight of the New York office’s Associate Program and Wealthspire’s intern program. Previous Experience Senior Analyst at Citco Fund Services, Hedge Fund Administration Group Education & Credentials BS, Martin J. Whitman School of Management at Syracuse University,…
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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,…
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Eric Dostal

Eric Dostal, J.D., CFP®

Since joining the firm in 2013, Eric has worked extensively with clients to help them feel in control of their financial lives. Eric has demonstrated a high degree of skill developing and overseeing the investment, insurance, retirement, tax and estate planning strategies of his clients. He seeks to understand a clients’ unique financial circumstances, get them organized and on the path to financial independence. Eric currently lives in Merrick, New York with his wife Jamie and daughters Madeline, Gemma and Natalie. When not in the office, you can often find him spending time with family and friends. He also recharges…
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