Wealthspire Advisors Employee Directory

Financial ServicesUnited States201-500 Employees

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 380+ associates in 25 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.

Find Wealthspire Advisors employees' phone numbers or email addresses

Wealthspire Advisors Global Highlights

North America
484

United States Of America
484

Europe
1

Italy
1

Wealthspire Advisors's Leadership

M. L.
Chief Executive Officer
Mobile Phone
Email
M. L.
Chief Executive Officer
Mobile Phone
Email
A. G.
Chief Marketing Officer
Mobile Phone
Email
M. M.
Chief Investment Officer
Mobile Phone
Email
M. G.
Chief Revenue Officer (cro)
Mobile Phone
Email
J. S.
Chief Strategy Officer
Mobile Phone
Email
C. M.
Chief Market Strategist
Mobile Phone
Email
F. B.
Vice President - Investments
Mobile Phone
Email

Wealthspire Advisors Employee Metrics

100%

50%

2025

2024

Operations
Finance
Administrative
Marketing
Business Development
Other
Information Technology
Accounting
Human Resources

Contact profiles from Wealthspire Advisors

Name

Title

Contact Info

Location

Last Update

M. L.
Chief Executive Officer
Mobile Phone
Email
United StatesNew York
Feb 10, 2025
S. F.
Evp, Cto
Mobile Phone
Email
United StatesTexas
Nov 04, 2025
A. G.
Chief Marketing Officer
Mobile Phone
Email
United StatesNew York
Feb 24, 2024
M. M.
Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Nov 04, 2025
E. S.
President & Chief Operating Officer
Mobile Phone
Email
United StatesNew York
Nov 04, 2025
D. K.
Deputy Cio At Wealthspire
Mobile Phone
Email
United StatesMaryland
Feb 16, 2024
B. P.
Cfo And Managing Director
Mobile Phone
Email
United StatesWisconsin
Jun 14, 2024
M. G.
Chief Revenue Officer (cro)
Mobile Phone
Email
United StatesNew Hampshire
Nov 06, 2025
B. L.
President
Mobile Phone
Email
Oct 18, 2024
D. S. S.
Managing Partner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Wealthspire Advisors known for?

Wealthspire Advisors operates in the Financial Services industry. The company's main headquarters is located in 521 5th Avenue, 15th Floor New York, NY 10175, US. Explore Wealthspire Advisors's company overview page for more information.

What is Wealthspire Advisors's most common email format?

Wealthspire Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthspire Advisors email formats with LeadIQ.

How many employees does Wealthspire Advisors have currently?

Wealthspire Advisors has approximately 401 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Wealthspire Advisors's key employees and leadership?

As of October 2025, Wealthspire Advisors's key employees include:

Chief Executive Officer: M. L.
Chief Executive Officer: M. L.
Chief Marketing Officer: A. G.
Chief Investment Officer: M. M.
Chief Revenue Officer (cro): M. G.

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