Julie Penwell

Julie Penwell, CFP®

Julie Penwell is an Assistant Vice President and Advisor based in the Seattle office. Julie found her way to wealth management through a strong passion for helping others and a long-time interest in financial planning. Following this passion, she studied Personal Financial Planning, Forecasting Economics, and Accounting at Central Washington University. Julie serves clients across the West Coast and is eager to help clients understand their overall financial picture. Additionally, she co-leads an internal research team for our financial planning software and aids in developing best practices for our Advisor team. During her collegiate career, Julie served as an intern…
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Carolyn Jerome

Carolyn Jerome

Carolyn Jerome is a Director of Human Resources and is based in the San Rafael office. Carolyn is responsible for working with the HR team to manage Wealthspire’s human resources policies, programs, and practices. She works with the leadership team to develop and monitor overall HR strategies and tactics that help Wealthspire set the standard as a “best place to work.” Previously, she worked at Private Ocean as the Finance and Human Resources Manager. She also served as the HR Manager for both Junxure CRM and Advisor Engine, and prior to that, she owned a personnel staffing service. She has a BS…
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Katrina Capul

Katrina Capul

Katrina serves as a Human Resources Manager based in our New York City office, partnering with business leaders on all HR activities, including but not limited to learning and development, talent acquisition, compensation, and employee relations. In this role, she supports various internal teams across the Mid-Atlantic and Northeast regions. She joins the team with deep experience in the human resources space, spending the last six years at Northwell Health in various HR roles. She also holds her master’s degree in Human Resources Management and Labor Relations from the New York Institute of Technology. Outside of work, Katrina enjoys reading,…
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Vilas Naralakattu

Vilas Naralakattu, FPQP™

Vilas is a member of the Strategic Growth team based out of the firm’s Fulton, MD office. His role centers on providing regional support, analysis, strategic planning, and execution of strategic organic growth initiatives. Vilas has spent his career in financial services at multiple firms supporting various departments – technology, operations, investments, and now growth. Since joining the financial planning industry, Vilas has developed a passion for bringing financial literacy to all people, early and often. Outside of work, he enjoys spending time with his wife and three kids, watching Baltimore Ravens football, building things by hand, and traveling the…
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Samia Reed

Samia L. Reed, FPQP™

Samia is an Advisor Associate in the firm’s Fulton, Maryland office. In this role, Samia supports advisors by maintaining client relationships through effective communication, assisting in the financial planning process, providing additional tools and research, and exceptional execution of client requests. Before joining the team, Samia worked as a Senior Auditor and Subject Matter Expert in mortgage lending at PHH Mortgage Corporation where she created audit policies and procedures and assisted in the training and development of staff. Currently, Samia serves as a Board Member of the Financial Planning Association of Maryland and is studying to become a Certified Financial…
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Tatiana Vinogradov, CFP®, CDFA®, AIF®

Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, she specializes in providing clients with comprehensive financial planning and assisting individuals who are going through divorce. She has over eight years of experience in the industry and is an active member of the Maryland Chapter of the Financial Planning Association. Previous Experience Nexit Strategist and Financial Resident at StratWealth Financial Advisor at AXA Advisors Account Manager at Gene Dvorkin Insurance Education & Credentials BS, Northeastern University, Finance and Accounting Management, minor in IT Certified Financial Planner™ (CFP®) Certified Divorce…
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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 an Assistant Vice President of 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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Emily Tiernan

Emily Tiernan

Emily joined the firm in 2009 and serves as a Senior Client Service Associate in the New York office. Education & Credentials BA, University of Richmond, Political Science and International Studies
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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. Internally at Wealthspire, Crystal is active in the Financial Planning Committee, serves as Deputy Chair of the Diversity, Equity, Inclusion, and Belonging (DEIB) Committee, and acts as the Internship…
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