Marilyn S. Napoli, CFP®
Marilyn Napoli joined the firm after a long and successful career at well-renowned wealth management firms, including U.S. Trust and ...
Kevin Moloney
Kevin joined the firm in 2013 as an advisor and now serves as both a Managing Director and Midwest region ...
Donna Levy
Donna Levy is a Managing Director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She ...
Ted Leasure
Ted Leasure joined the firm in 2017 along with a team from Capital Fiduciary Advisors, where he served as a ...
Bruce Laning, CFA®
Mr. Laning is a Managing Director at Wealthspire Advisors. In addition to his leadership role, Bruce works directly with clients ...
Chris Kiessling, CFP®, BFA™
Chris is a financial advisor in our Potomac office and has been with the firm and its predecessors since 2010. ...
Kevin Kosgard
Kevin joined the firm as a senior vice president of wealth management in June 2013. Kevin is a financial professional ...
Gail Harris, CFP®, CIMA®, CExP™
Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and ...
Eran Goudes, CFA®, CFP®
Eran Goudes joined the firm in 2018 and has more than 12 years of experience in wealth management. Prior to ...
Zachary Gering, CFP®
Zachary Gering is a Managing Director, financial advisor, and also serves as the New York Office Leader. Zach serves business ...
Anora Gaudiano, CFP®
Anora is a financial advisor in our New York office. Her clients are successful individuals, couples, and families who share ...
Craig Fasano, J.D.
Craig has over 20 years of experience in the wealth management industry. He joined the firm in 2003 as an ...
