Nataly Sogoloff
Nataly is an accomplished senior human resources leader with a distinguished career in the financial services industry. With extensive experience ...
Jandy Rowe
As a Managing Director and Head of Client Service, Jandy is responsible for the ongoing design and execution of the ...
Mike Sbrocco
Based in our San Rafael office, Mike serves as the Managing Director of our West Region. He has over two ...
Greg Friedman, MS
Greg Friedman is a Senior Strategic Advisor of Wealthspire Advisors. Formerly the co-founder and CEO of Private Ocean Wealth Management, ...
Heather Flanagan, J.D., LL.M Taxation, TEP
Heather serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust ...
Angela Giombetti
Angela oversees the firm’s marketing efforts and is focused on creating and evolving the firm’s brand as a forward-thinking leader ...
Gregory K. Reynholds
Greg brings over two decades of experience to the team and is based in our New York City office. Currently ...
Hoyt Stastney
Hoyt joined the firm in 2016. In his role as General Counsel, he oversees all legal functions for the firm ...
Brian D. Powers
Brian Powers is Chief Financial Officer of the firm and joined the team in 2005. Before taking on this role, ...
Kevin Moloney
Kevin joined the firm in 2013 as an advisor and now serves as both a Managing Director and Midwest region ...
Michael Delgass, J.D.
An advisor and head of our Northeast region, Mike uses his extensive prior experience as an attorney to help his ...
Tim Hughes, CFP®
Tim Hughes is a Managing Director and the Atlantic Regional Leader. He has over twenty years of experience tailoring to ...
