WEALTHSPIRE ADVISORS of MELVILLE, NY is an SEC-registered investment adviser (CRD 147592). Regulatory assets under management: $4.4B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Showing 25 of 33 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 | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| BERNSTEIN SCOTT | DIRECTOR OF ALTERNATIVE INVESTMENTS | — |
| MARZANO FRANK PATRICK | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER | — |
| SONTAG ERIC MATTHEW | PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR | — |
| RANERI STEPHEN VINCENT | CHIEF INVESTMENT OFFICER | — |