Rob Gryboski

Rob Gryboski

Rob joined the team in 2022 with three decades of experience in the capital markets industry, most recently spending four years as a Senior Financial Advisor at Merrill Lynch. After starting his career as a small cap equities analyst with Grandview Partners, LLC, Rob spent 13 years at Sanford C. Bernstein & Co, LLC, providing research coverage to many of the firm’s largest institutional clients. He has also worked at Sector & Sovereign Research, LLC, a boutique research firm founded by former Bernstein analysts, and at Buckingham Research Group, where he opened and managed the firm’s Boston office. Rob is…
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Amanda Fox

Amanda Fox, MBA, CFP®

Amanda Fox is a Vice President and Advisor in the San Rafael office. She believes a thoughtful advisor helps you crystallize what matters most in life. She's an outside partner who creates financial plans that hone in on your priorities, dreams, and moon-shot goals. Real wealth is the opportunity to focus on life's possibilities, and then act on it. Given Amanda's background in start-up incubation, impact investing, and venture philanthropy, it's no surprise that she loves working with business owners and anyone enthusiastic about the opportunity to use their capital, expertise, or time to ignite positive change in the world.…
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Greg Friedman

Greg Friedman, MS, CFP®

Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors and the West Region Leader. Formerly the co-founder and CEO of Private Ocean Wealth Management, as well as the co-founder of Junxure CRM, Greg has served the financial services industry for over three decades as a champion for advisors and an advocate for innovative financial technology. He has won countless awards for his work, including the Schwab IMPACT® award for Best-in-Tech in 2007. Greg was also recognized in InvestmentNews' 2017 Class of Icons and Innovators for his contribution to the advancement of the financial advice profession and for conceiving new ideas and…
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Kevin Gahagan

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Kevin Gahagan is a Managing Director and financial advisor at Wealthspire Advisors based in San Francisco. He specializes in working with business owners, professionals, and corporate executives to provide advanced financial planning, retirement solutions, and investment strategies. He has been recognized by the San Francisco Business Times as one of the "Bay Area’s Top Twenty-Five Independent Wealth Advisors," identified as a "Top Advisor" by Reuters AdvicePoint, and recognized by the Consumer Research Council of America as one of "America’s Top Financial Planners." Kevin is a Certified Financial Planner™ professional, a Certified Investment Management Analyst (CIMA®), Certified Estate Planner (CEP), and Certified Investment…
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Chip Pyfer

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Chip Pyfer is a Managing Director and Advisor in the San Rafael office. Chip has held positions in several high-profile investment advisory and tax firms and at Wealthspire he brings an extensive background in family wealth and independent financial planning, investment management, executive compensation, retirement planning, and risk management analysis. He also has a deep working knowledge of portfolio optimization and concentrated equity positions. Chip enjoys building personal relationships with his clients and in listening to their unique experiences he is able to focus on finding the right planning solutions to help improve outcomes. His mission is to understand the…
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Steve Branton

Steve Branton, CFP®, CPCC®

Steve Branton is a Senior Vice President and Advisor in the San Francisco office. Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. From development and through ongoing implementation, he brings his technical expertise and coaching skills to help clients achieve their financial goals and dreams. An experienced Bay Area financial planner and advisor, Steve has been interviewed by the Wall Street Journal, USA Today, Time Magazine, San Francisco Business Times, and other publications, and writes articles on a variety of financial topics, including cross-border planning, crowdfunding, and marriage planning.…
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Julie Back

Julie A. Back, CFP®

Julie Back is a Senior Vice President and Financial Advisor based in the Seattle office. Julie has been in financial services since 1987. She believes in empowering her clients to feel confident and informed when making financial decisions. As an avid educator, Julie has spent a career helping people understand the complexities of their finances at a level that is most comfortable to them. She counsels her clients to be flexible, patient, and to understand why their behavior is the biggest contributor to their success. All of this, Julie believes, begins with trust, and she takes immense satisfaction from offering…
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Bill Bockwoldt

Bill Bockwoldt, MBA, CFP®, CEPA®

Bill Bockwoldt is a Senior Vice President and Advisor in the San Rafael office. Bill has over 20 years of corporate development, management, and marketing experience across several high-technology industries. As a founder of a successful software and consulting business and an experienced real estate investor, he understands the unique personal challenges of business ownership. He has engineering and business management degrees and is dedicated to serving clients in the areas of financial and retirement planning, with an emphasis on risk management and sustainability. Bill has taught children about economics and finance at Junior Achievement of Northern California. He has also participated…
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Justin deTray

Justin deTray, CFP®

Justin deTray is a Managing Director and Advisor in the San Rafael office. Justin helps clients make smart financial decisions that connect their assets with what’s most important to them personally. His work includes assessing clients’ long-term financial paths and managing portfolios to support their goals. He is passionate about partnering with clients to offer objective and thoughtful advice about all areas of their finances, so they have confidence in and ease with their financial lives. Previously, Justin was a career entrepreneur, beginning in his youth when he helped his mother run a small family business out of their home.…
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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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