Jan 11 2021
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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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Sep 10 2020
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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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Oct 16 2019
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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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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 16 2019
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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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Oct 15 2019
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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, 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…
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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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Robin Dobbs

Robin Dobbs, CFP®

Robin joined the firm in 2015 through the acquisition of Highline Wealth Management. She began her career with Highline Wealth Management in 2008 and has worked closely with high net worth families and institutions toward achieving their financial goals. Robin uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning for the future while fostering a strong partnership based on trust, confidence, and a high level of service. Previous Experience Associate at Highline Wealth Management Account Manager at Household Title & Escrow, LLC Education & Credentials BS, University of Florida, Finance Certified Financial Planner™…
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Oct 15 2019
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Kevin Couper

Kevin Couper, CFP®

Kevin is a Senior Vice President and wealth advisor for Wealthspire Advisors. As co-head of the Palm Beach Gardens 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…
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Oct 04 2019
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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…
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