Oct 16 2019
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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…
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Oct 16 2019
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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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Oct 15 2019
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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…
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Oct 15 2019
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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…
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Oct 15 2019
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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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Oct 15 2019
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Mike Delgass

Michael Delgass, J.D.

Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other problems. Given this background, much of his work is for other attorneys, as well as clients with family businesses, special education/special needs issues, and complex estate planning structures. Michael is a frequent author and speaker on his topics of expertise. He has been featured in numerous national media publications and has appeared as a guest on nationally syndicated radio shows. He has authored or edited treatises such as Settlement of Estates in Connecticut and Illinois Estate Planning, and articles such…
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Oct 04 2019
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Tim Hughes

Tim Hughes, CFP®

Tim Hughes has been with the firm since 2007, originally joining as part of the legacy Highline Wealth Management team. Tim was one of the earliest advisors with Highline and has over nineteen 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. Tim has been quoted in industry publications, and authored articles on donor advised funds, cyber security awareness, and creating a long-term…
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Oct 04 2019
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Dan Geary

Daniel W. Geary, J.D.

Dan joined the firm’s Philadelphia office in 2017 as a managing director. Previously a managing director with the Threshold Group, Dan specializes in managing high-performing teams and delivering quality integrated wealth advisory services to ultra-high net worth families. Having advised wealthy families for most of his career, many of his client relationships span more than twenty years, a reflection of Dan’s focus on high standards of client service. Previous Experience Managing Director at the Threshold Group Managing Director at Convergent Wealth Advisors Founder and CEO at Copper Beech Advisors LLC Senior Vice President/Senior Relationship Manager at U.S. Trust Company Executive…
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Oct 03 2019
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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…
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Oct 02 2019
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Ashley Iddings

Ashley E. Iddings, CIMA®, CPWA®

Ashley is a Managing Director and co-head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and its predecessors since 2008, and has almost 20 years of experience in the wealth management industry. In her role as an advisor, she specializes in coordinating the financial affairs of individual clients and client families, with a strong emphasis on thoughtful and attentive service. She is an active member in the Investments and Wealth Institute, serves as finance chair at Chevy Chase United Methodist Church, and sits on the Professional Advisors Council of the Greater Washington Community Foundation. Previous Experience…
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