Kwame Baffo-Gyan
Kwame is a Data Operations Associate based in San Rafael, CA, where he is responsible for data maintenance within the ...
Ryan Reed
As a Microsoft Dynamics Developer, Ryan supports the firm’s internal technology department by helping to build out and improve digital ...
Samantha Powers
Samantha serves as a senior associate on the Advisory Technology team, and is based in our West Hartford, CT office. ...
Stephany Fryman
Stephany joined the team at the start of 2022 in an Advisory Technology role, supporting the internal data and technology ...
Patricia DCosta
Patricia is a Data Operations Associate based in Potomac, MD, where she assists the broader Data Ops team and provides ...
Andrew Moore
Andrew joined the team in 2019 and works as a Senior Data Management Associate in the New York office. In ...
Alia Wagenhoffer, CFP®
Alia Wagenhoffer is SVP, Head of Advisory Technology and in that role oversees all wealth management-specific technology utilized by Wealthspire. ...
Michele Suligoj
Michele joined the firm in 2009 as an Operations Associate and since has held a variety of operations roles with ...
Sacha Lutchman
Sacha joined the firm in 2014 and serves as an Assistant Vice President on the Data Operations team. She is ...
Richard Krivonozka
Richard joined the firm in 2012 and currently serves as senior vice president of Data Management. He is responsible for ...
Connor Holly
Connor joined the firm in 2014 and serves as an Assistant Vice President on the Data Operations team. He is ...
