WEALTHSPIRE ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 106181). Regulatory assets under management: $34.3B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
Showing 25 of 42 people.
| Name | Role | Location |
|---|---|---|
| Edward George O'Malley | DIRECTOR | New York, NY |
| Michael Joseph Moriarty | CHIEF INVESTMENT OFFICER | — |
| Brett Ronald Schneider | DIRECTOR | — |
| Eric Matthew Sontag | PRESIDENT; PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Brian David Powers | CHIEF FINANCIAL OFFICER | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | — |
| Michael J Del Priore | CHIEF COMPLIANCE OFFICER | — |
| Carl Edward Nelson | PRESIDENT, WEALTHSPIRE, LP | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Channing Olson | CHIEF OPERATIONS OFFICER | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER | — |
| Lori Michell Lieser | VICE PRESIDENT | — |
| Hoyt Ronald Stastney | CHIEF LEGAL OFFICER | — |
| POWERS PATRICK DAVID | CHIEF FINANCIAL OFFICER | — |
| SONTAG HOWARD VAUGHN | MANAGING MEMBER; PRESIDENT; SR. MANAGING DIRECTOR | — |
| LEVY-LEROY DONNA | CHEIF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT (+2 more) | — |
| FASANO CRAIG MICHAEL | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR (+1 more) | — |
| DELGASS MICHAEL NICHOLAS | EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR | — |
| ZUCCARRO ROBERT STEVEN | DIRECTOR | — |
| LIESER LORI MICHELLE | VICE PRESIDENT | — |
| FRIEDMAN GREGORY HUGH | CHIEF STRATEGY OFFICER | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SHACKATANO CRAIG | CHIEF COMPLIANCE OFFICER | — |
Showing 15 of 26 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| MELVILLE | NY | 18 | 6312273900 |
| SAN RAFAEL | CA | 15 | 4155262900 |
| POTOMAC | MD | 15 | 888.303.2357 |
| RESTON | VA | 13 | 888.303.2357 |
| BOCA RATON | FL | 8 | 6312273900 |
| FULTON | MD | 7 | 888.303.2357 |
| SALISBURY | MD | 6 | 888.303.2357 |
| SEATTLE | WA | 6 | 4155262900 |
| WESTPORT | CT | 6 | 212-973-1200 |
| ANNAPOLIS | MD | 6 | 888.303.2357 |
| DELAFIELD | WI | 6 | 888.303.2357 |
| MILWAUKEE | WI | 5 | 888.303.2357 |
| MADISON | WI | 5 | 888.303.2357 |
| BEACHWOOD | OH | 4 | 440-248-1632 |
| MIDLOTHIAN | VA | 3 | 804-323-1886 |