WEALTHSPIRE ADVISORS, L.P. of POTOMAC, MD is an SEC-registered investment adviser (CRD 168095). Regulatory assets under management: $4.6B.
| Name | Role | Location |
|---|---|---|
| POWERS PATRICK DAVID | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT; CHIEF FINANCIAL OFFICER (+1 more) | — |
| SONTAG HOWARD VAUGHN | SR. MANAGING DIRECTOR | — |
| SIMON NEAL JERRY | CHIEF EXECUTIVE OFFICER; DIRECTOR; SHAREHOLDER | — |
| SCHWARTZ EDWARD BRIAN | DIRECTOR; SHAREHOLDER | — |
| BRONFMAN MATTHEW | DIRECTOR; MANAGER; MEMBER (+2 more) | — |
| COLLINS HAROLD SCOTT | LIMITED PARTNER | — |
| PARISH STEVEN ROLAND | DIRECTOR, LIMITED PARTNER, PRESIDENT AND CHIEF EXECUTIVE OFFICER; LIMITED PARTNER | — |
| GEVA ALMOG | DIRECTOR; MANAGER | — |
| GOLDSTEIN ELI | DIRECTOR; MANAGER | — |
| SHULEM FISHER YAACOV | MEMBER | — |
| BRONFMAN JR EDGAR MILES | TRUSTEE | — |
| FORESTER DE ROTHSCHILD LYNN | DIRECTOR | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| SONTAG ERIC MATTHEW | CHIEF OPERATIONS OFFICER; PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| LANING BRUCE ROBERT | PRESIDENT | — |
| BAUMBACH KELLY LYNN | LIMITED PARTNER | — |
| DEL VALLE CISCO J | CHIEF COMPLIANCE OFFICER | — |
| STASTNEY HOYT RONALD | CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |