Jacob M. Even, J.D., LL.M (Tax)
Mr. Even is a Senior Vice President and Wealth Strategist for Tax Policy and Research on the Family Office Services ...
Jonathan C. Connolly, AIF®
As a seasoned professional with more than 29 years of financial and wealth management industry experience, Jonathan is known for ...
Kadeidra Honey-Brooks, J.D.
Kadeidra serves as Senior Vice President, Director of Wealth Strategy – Wealth and Tax Planning. She is a key member ...
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Chip Pyfer is a Managing Director and Advisor in the San Rafael and San Francisco offices. He is a member ...
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 ...
Richard Yam, J.D.
Based in our New York City office, Rich serves as Senior Vice President, Director of Wealth Strategy – Wealth & ...
Donna Levy
Donna Levy is a Managing Director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She ...
Michael Delgass, J.D.
An advisor and head of our Northeast region, Mike uses his extensive prior experience as an attorney to help his ...
John Wolff, CFP®, AIF®, CLU®, ChFC®
A dedicated advisor with over 30 years of experience, John joined the firm in 2017 after serving for a decade ...
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 ...
