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Kimberly Carter

Kimberly serves as the Director of Human Resources for Wealthspire Advisors and is based in our New York headquarters. In her role as director, she leads firm initiatives to manage human capital, developing innovative frameworks and strategies that drive both employee and business growth. Kimberly brings over 15 years of previous experience and expertise in Human Resources, having worked for several complex financial services organizations such as Bank of America, Bank of NY Mellon, and HSBC Bank USA. Previous Experience Head of Corporate Banking HR – Commercial Banking at HSBC Bank USA Senior Global HR Business Partner – Wealth Management…
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Andy Weissman

Andrew S. Weissman, J.D., CFP®

Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the client’s experience and keep them fully engaged in the management of their financial resources and estate plans. As a member of the New York State Bar since 1986, Andy uses his legal training to educate clients on how the titling of assets, the use of trusts, and their estate plans interact and affect their financial plans. He is also a member of the New York State Bar Association’s Trusts & Estates and Elder Law & Special Needs sections. Prior to…
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Travis Walters

Travis Walters

Travis joined the firm in 2011 and serves as a Senior Associate on the Client Operations team. He is responsible for the day-to-day servicing and maintenance of client accounts including the preparation and processing of new account and account maintenance documents. Previous Experience • Claims Auditor at New York State Workers Compensation Board – Special Funds Conservation Committee Education & Credentials BA, SUNY Buffalo, Political Science
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Crystal Wipperfurth

Crystal Cox, CFP®, CRPC®

Crystal has been in the financial services industry since 2011 and joined the firm in 2017. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with their risk tolerance and goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients. Crystal is also very active in her community, participating in organizations such as Forward Janesville, OutReach, Special Olympics, Gift of Adoption, SecureFutures, Schools of Hope, and more. Previous Experience…
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Rich Yam

Richard Yam, J.D.

Prior to joining the firm in 2018, Rich’s legal practice was focused on estate and tax planning, long term care planning, and estate and trust administration. At Wealthspire Advisors, he advises clients on their estate and tax planning needs, identifying possible strategies to transfer wealth efficiently and protect assets. Because of his background, Rich acts as the client’s estate planning consultant, translating complex legal documents like Wills and trusts so the client understands what the document achieves. He works with a client’s estate planning attorney to simplify the process for both the client and the client’s attorney. He also oversees…
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Emily Platt

Emily Platt, CFP®

Emily joined the firm as a client associate in 2017 after completing her undergraduate degree in Finance at James Madison University. While at JMU, Emily served as a member of the Madison Investment Fund, helping to manage a long-only equity portfolio within the University’s endowment. She spent two summers as an investment banking analyst with Wells Fargo Securities, contributing industry research and modeling pro forma financials for mergers and acquisitions. In November 2018, Emily transitioned to an internal investment role, supporting the firm’s Chief Investment Officer. As a member of this team, Emily is focusing on asset allocation, manager research…
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Marilyn Napoli

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 Neuberger Berman. Marilyn specializes in working with multi-generation families, providing integrated wealth management services anchored in financial planning. In collaboration with her clients, she develops solutions that enhance their wealth, smoothing intergenerational wealth transitions. She has worked with some of these same families for nearly 20 years, demonstrating both her commitment to the highest level of client service and the value they find in her work. Over two decades, she has worked with business owners and senior managers, professionals in…
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Nick Podolak

Nick Podolak

Nick joined the firm in 2011 and serves as Vice President of the Client Operations team. Nick oversees the administrative process of onboarding clients and manages the custodial relationships for the firm. Previous Experience Head Teller & Client Service Representative at Peapack-Gladstone Bank Education & Credentials BS, Marist College, Business Administration
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Marisa Gold

Marisa Gold

Marisa joined the firm in 2017 and works as a Client Service Associate in the firm's New York City office. Education & Credentials BA, Hampshire College
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Zach Gering

Zachary Gering, CFP®

Zachary joined the firm in 2012 and serves as an Advisor and SVP of the firm. Zach works with clients to develop, implement and oversee solutions that integrate investment, cash flow, insurance, tax and estate planning into a comprehensive strategy. He enjoys helping clients plan for and work through their unique financial situations. Zach is also responsible for the design and oversight of the New York office's Associate Program. Previous Experience Senior Analyst at Citco Fund Services, Hedge Fund Administration Group Staff Accountant at RMSB&G Education & Credentials BS, Martin J. Whitman School of Management at Syracuse University, Accounting and…
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