New York Wealth Management

New York, New York

GET IN TOUCH TODAY

Headquarters:

521 5th Avenue, 15th Floor
New York, NY 10175

Please note: Entrance to suite is on 43rd Street next to Equinox Gym.

Additional Location:

90 Park Avenue, Suite 1700
New York, NY 10016

(212) 602-4500


Our New York Asset Management Team

Craig Amico, CFA®, CIPM®

Vice President, Investments

Craig serves as a member of the Investment Team and...

Devanshu Amin

Advisor Associate

Devanshu serves as an advisor associate in our New York...

Alberto Barajas

Associate, Investments

Alberto is a member of the Investment Team and is...

Nikki Bell

Senior Vice President, Intermediary Business

Nikki serves as Senior Vice President, Intermediary Business, and is...

Camila Bentos

Advisor Associate

Camila is an advisor associate based in our New York...

Yoni Berhane, CFP®

Vice President

Jonathan joined the firm in 2016 with a strong background...

Maddy Bowles, CFP®

Assistant Vice President

Maddy serves as an Assistant Vice President and advisor in...

Kevin Brady, CFP®

Vice President

As a Financial Advisor in our New York Office, Kevin...

Steven Broadhead

Senior Associate, Client Operations

Steve joined the firm in 2017 and serves as an...

Alexandra Burkard

Senior Advisor Associate

As a Senior Advisor Associate, Alex works closely with advisors...

John R. Burns, J.D.

Senior Advisor Associate

John is a Senior Advisor Associate in the firm’s New...

Katrina Capul

Human Resources Manager

Katrina serves as a Human Resources Manager based in our...

Stephanie Carmel, CFP®, CDFA®, MBA

Assistant Vice President

Stephanie serves as an Assistant Vice President and advisor in...

Justin Cone

Senior Advisor Associate

Justin joined the firm in 2019 and works as a...

Jonathan C. Connolly

Managing Director, Head of Trust Services

As a seasoned professional with more than 29 years of...

Mary Rose Cusick

Senior Client Service Associate

Serving as a Senior Client Service Associate for the West...

Connor Darrell, CFA®

Vice President, Investments

Connor is a Vice President on the Investment Team and...

Jeremy Dasaro

Client Service Associate

Jeremy is a client service associate based in our New...

Michael Delgass, J.D.

Managing Director

Mike uses his extensive prior experience as an attorney to...

Chandra Dindial

Senior Associate, Client Operations

Chandra is a Senior Client Operations Associate based in our...

Eric Dostal, J.D., CFP®

Senior Vice President

Since joining the firm in 2013, Eric has worked extensively...

Debra Falk

Executive Assistant

Debra serves as an assistant to Rick Van Benschoten in...

Craig Fasano, J.D.

Managing Director

Craig has over 20 years of experience in the wealth...

Charles Matheson Fischer

Client Service Associate

Charles is a client service associate based in one of...

Samuel Fishelberg, CFP®

Vice President

Working with clients collaboratively, Sam designs financial plans that encompass...

Heather Flanagan, J.D., LL.M Taxation, TEP

Managing Director, Head of Family Office Services

Heather serves as Head of Family Office Services, overseeing the...

Cheyenne Francis

Senior Associate, Client Operations

Cheyenne joined the team in 2019 and works as a...

Stephany Fryman

Assistant Vice President, Advisory Technology

Stephany joined the team at the start of 2022 in...

Anora Gaudiano, CFP®

Assistant Vice President

Anora is a financial advisor in our New York office....

Zachary Gering, CFP®

Managing Director

Zachary Gering is a Managing Director, financial advisor, and also...

Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

Gail serves as an advisor, working with clients to develop,...

Connor Holly

Assistant Vice President, Data Operations

Connor joined the firm in 2014 and serves as an...

Ani Iyengar

Associate, Investments

Ani joined the firm’s Investment team as an associate based...

Pahola Jara

Senior Associate, Client Operations

Pahola is a Senior Associate on the Client Operations team,...

Megan John, CFP®

Assistant Vice President, Client Service

Megan serves as an Assistant Vice President, Client Service in...

Thomas J. Kavanagh, CFP®, CPWA®️

Senior Vice President

Tom works extensively with our wealth advisors and clients on...

Riley Keenan

Senior Advisor Associate

Riley serves as a Senior Advisor Associate in our New...

Richard Krivonozka

SVP, Data Management

Richard joined the firm in 2012 and currently serves as...

Mike LaMena, AIF®

Chief Executive Officer

Mike LaMena is the Chief Executive Officer of Wealthspire Advisors,...

Allaire Langdon, CFP®

Vice President

As a Financial Advisor in our New York Office, Allaire...

Michael Lawrence, CFP®, CPWA®, AIF®

Assistant Vice President

Michael serves as an Assistant Vice President and Advisor in...

Christopher Leddy

Vice President

As an advisor, Chris works closely with clients leveraging his...

Gloria Levorin

Senior Client Service Associate

Gloria serves as a Senior Client Service Associate in our...

Donna Levy

Managing Director

Donna Levy is a Managing Director and financial advisor at...

Julie Lisischeff

Senior Vice President, Client Service

Julie has been with the firm and its predecessors since...

Marjorie Long

Client Service Associate

Marjorie is a client service associate based in one of...

Sacha Lutchman

Assistant Vice President, Data Operations

Sacha joined the firm in 2014 and serves as an...

Andrew Macaleer, CFA®

Vice President

As an advisor, Drew leverages his background in portfolio management...

Dominick Matteo, CFP®

Senior Advisor Associate

Dominick serves as a senior advisor associate in our New...

Pietro Messina, CFP®

Assistant Vice President

Pietro serves as an advisor in one of our New...

Jennifer Mielnicki, MBA

Director, Trusts & Estates

Jennifer has more than 20 years of experience in managing...

Jacob Minakowski

Advisor Associate

Jacob is an advisor associate in our New York City...

Lynette Monegro

Senior Client Service Associate

Lynette joined the firm in 2018 as a client operations...

Ebony Montesino

Senior Client Service Associate

Ebony Montesino joined the firm in April 2017 in an...

Andrew Moore

Senior Associate, Data Management

Andrew joined the team in 2019 and works as a...

Michael Moriarty

Chief Investment Officer

Michael joined the firm in 2017. As Chief Investment Officer,...

Matthew Moser, CFP®

Advisor Associate

As an advisor associate in one of our New York...

Ryan Murray

Client Service Associate

Ryan is a client service associate based in the Park...

Marilyn S. Napoli, CFP®

Senior Vice President

Marilyn Napoli joined the firm after a long and successful...

Aviva Pinto, CDFA®, CDS®

Managing Director

Aviva Pinto joined the firm in 2015 through an acquisition...

Michael Price, CFA®

Vice President, Investments

Michael joined the firm in 2009 and is a member...

Oliver Pursche, AAMS®, CEPA

Senior Vice President

Oliver serves as an advisor based in the firm’s Westport,...

Wyatt Reksten

Advisor Associate

Wyatt serves as an advisor associate on our New York...

Gregory K. Reynholds

Managing Director, Head of Intermediary Business

Greg brings over two decades of experience to the team...

Nate Richardson

Advisor Associate

Nate serves as an advisor associate in our New York...

Omar Rivera

Senior Associate, Client Operations

Omar is a Senior Client Operations Associate based in our...

Casey Riviezzo, CFP®

Assistant Vice President

Based in one of our New York City offices, Casey...

Stacey Rosenson, CFP®

Vice President

Stacey joined the firm in 2018 and serves as an...

Jandy Rowe

Managing Director, Head of Client Service

As a Managing Director and Head of Client Service, Jandy...

Uliana Rymar, CFP®

Assistant Vice President

Uliana joined the firm in 2018 and serves as an...

Joshua Shoshan, CFP®, APMA™, CEPA

Senior Vice President

Josh is an Advisor in our New York office, where...

Samrat Singh

Senior Advisor Associate

Sam is a Senior Advisor Associate based in our New...

Nataly Sogoloff

Senior Vice President, Human Resources

Nataly is an accomplished senior human resources leader with a...

Eric Sontag, CFA®

President & Chief Operating Officer

Eric manages the general business practices and processes of Wealthspire...

Howard Sontag

Chairman

Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to...

Martha Staniford

Managing Director

Martha joined the firm in early 2003. She serves as...

Hoyt Stastney

General Counsel and Head of M&A

Hoyt joined the firm in 2016. In his role as...

Michele Suligoj

Senior VP, Director of Data Operations

Michele joined the firm in 2009 as an Operations Associate...

Benjamin Sullivan

Advisor Associate

Ben is an advisor associate in our New York office,...

Ann Rose Tabing

Vice President, Finance

Ann Rose is based in one of our New York...

Fatima Tahir

Client Operations Administrator

Fatima is a Client Operations Administrator in the New York...

Emily Tiernan

Senior Client Service Associate

Emily joined the firm in 2009 and serves as a...

Natalie Truty, CFP®

Senior Vice President

Natalie joined the firm in 2015 and serves as an...

Pema Tsering

Senior Executive Assistant

Pema works in the New York office as a Senior...

Richard P. Van Benschoten, CFP®

Executive Vice President, Business Development

Rick currently serves as Executive Vice President, Business Development, and...

Travis Walters

Assistant Vice President, Client Operations

Travis joined the firm in 2011 and serves as an...

Andrew S. Weissman, J.D., CFP®

Vice President, Senior Wealth Advisor

Andy is a Certified Financial Planner™ professional who excels at...

Richard Yam, J.D.

Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning

Based in our New York City office, Rich serves as...