WEALTHSPIRE RETIREMENT, LLC of ALISO VIEJO, CA is an SEC-registered investment adviser (CRD 121254). Regulatory assets under management: $38.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
Showing 25 of 43 people.
| Name | Role | Location |
|---|---|---|
| Edward George O'Malley | DIRECTOR | New York, NY |
| Geoffrey Vincent Keeling | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER - WEALTHSPIRE RETIREMENT | Houston, TX |
| Brett Ronald Schneider | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| Veronica Ei Chun Moo | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | — |
| Carl Edward Nelson | PRESIDENT - WEALTHSPIRE | — |
| Michael Edmond Goss | DIRECTOR - WEALTHSPIRE | — |
| Robert Jay Hilzenrath | DIRECTOR - WEALTHSPIRE | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Joel Barry Shapiro | HEAD OF RETIREMENT STRATEGY AND ERISA; PRESIDENT; PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Kameron Alexander Jones | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Solomon Stewart | SENIOR VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Hannah Rose Dowling | ASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Brian J Yu | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT | — |
| Justin Louis Goldstein | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Lisa Marie Moceri | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Solomon John Stewart | SENIOR VICE PRESIDENT | — |
| Jessica Bonardi Espinoza | MANAGING DIRECTOR | — |
| Haley Shannon Beaumont | OPERATIONS MANAGER | — |
| CHAPMAN JOYCE ANN | CCO; CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| BJORDAHL BLAKE ALAN | CHIEF COMPLIANCE OFFICER | — |
| GIOVINAZZO VINCENT JOSEPH | CEO | — |
| DELLAVEDOVA NICHOLAS DOMINIC | PRESIDENT | — |
| GROVES JEFFREY JAMES | CHIEF COMPLIANCE OFFICER | — |
| STEWART WILLIAM JOHN | SENIOR VICE PRESIDENT | — |