DEIB Committee Members

Crystal Cox

Crystal Cox, MBA, CDFA®, CFP®

Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Taking a ...

Rich Yam

Richard Yam, J.D.

Based in our New York City office, Rich serves as Senior Vice President, Director of Wealth Strategy – Wealth & ...

Emily Platt

Emily Platt, CFP®

Emily joined the firm as a client associate in 2017 after graduating from James Madison University with a degree in ...

Anora Gaudiano

Anora Gaudiano, CFP®

Anora is a financial advisor in our New York office. Her clients are successful individuals, couples, and families who share ...

Yoni Berhane

Yoni Berhane, CFP®

Jonathan “Yoni” Berhane is a Financial Advisor who works with a wide variety of clients from young business professionals who ...

Myka Koenen

Myka Koenen, CFP®

Myka has been with the firm since 2014 and serves as an advisor in our Reston, VA office. She brings ...

Laura Barry

Laura Barry, CFP®, CeFT®

Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses ...

Eric Sontag

Eric Sontag, CFA®

Eric Sontag is the President and Chief Operating Officer of Wealthspire Advisors, leading the firm’s Technology, Operations, and Investments functions ...

Mike LaMena

Mike LaMena, AIF®

Mike LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. He has ...