Executives Team

Chip Pyfer

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Chip Pyfer is a Managing Director and Advisor in the San Rafael office. Chip has held positions in several high-profile ...

Grant Ruder

Grant Ruder, CFP®

Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and has been with the firm and its predecessors since ...

Donna Levy

Donna Levy

Donna joined the firm in 2000. She serves as an advisor, working with clients to develop, implement and oversee solutions ...

Zach Gering

Zachary Gering, CFP®

Zachary Gering is a Managing Director, financial advisor, and also serves as the New York Office Leader.  Zach serves business ...

Craig Fasano

Craig Fasano, J.D.

Craig has over 20 years of experience in the wealth management industry. He joined the firm in 2003 as an ...

Mike Delgass

Michael Delgass, J.D.

Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other ...

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 ...

Yoni Berhane

Yoni Berhane, CFP®

Jonathan joined the firm in 2016 with a strong background in financial planning, graduating from Virginia Tech’s accredited CFP program. ...

Bill Schwartz

Bill Schwartz, CPA, CFP®

Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member ...

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 ...