All Advisors

Zach Mangels

M. Zach Mangels, MSFP, CFP®

Zach Mangels is a Senior Vice President and Financial Advisor based in the San Rafael office. Zach combines his passion ...

Marc Austin

Marc E. Austin, CFP®, CPA

Marc joined the Wealthspire team through the acquisition of Private Capital Group, serving as a Financial Advisor and Investment Advisor ...

Amy Miller

Amy Miller, CFP®, CDFA®

As a financial advisor, Amy serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees ...

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 ...

Simi Dhall

Simi Dhall, CFP®

Simi brings 20 years of experience working with clients and wealth advisors to develop, execute, and maintain financial plans that ...

Tom Kavanagh

Thomas J. Kavanagh, CFP®, CPWA®️

Tom works extensively with our wealth advisors and clients on developing, executing, and maintaining comprehensive financial plans. Drawing on more ...

Allaire Langdon, CFP®

As a Financial Advisor in our Palm Beach Gardens office, Allaire works with successful business and finance professionals who have ...

Christopher Leddy

Christopher Leddy

As an advisor, Chris works closely with clients leveraging his background in portfolio management and investments to help develop and ...

John Kovacs

John Kovacs

John Kovacs is a Managing Director and our Palm Beach Gardens office lead. He brings over two decades of industry ...

Andrew Macaleer, CFA®

As an advisor, Drew leverages his background in portfolio management and investments to help develop and execute strategies designed to ...

Maddy Bowles

Maddy Bowles, CFP®

Maddy serves as an Assistant Vice President and advisor in our Park Avenue, New York City office. She is committed ...

Casey Riviezzo

Casey Riviezzo, CFP®

Based in one of our New York City offices, Casey assists with the financial planning and investment needs of clients ...