Business Owners Team

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 ...

Josh Shoshan

Joshua Shoshan, APMA®, CEPA

Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced ...

Gail Harris

Gail Harris, CFP®, CIMA®, CExP™

Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax ...

Kevin Brady

Kevin Brady, CFP®

As a Financial Advisor in our New York Office, Kevin works with successful business professionals, entrepreneurs, attorneys and small business ...

John Wolff

John Wolff, CFP®, AIF®, CLU®, ChFC®

A dedicated advisor with over 30 years of experience, John joined the firm in 2017 after serving for a decade ...

Ashley Iddings

Ashley E. Iddings, CIMA®, CPWA®

Ashley is a Managing Director and head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and ...