Wealthspire Advisors Employee Directory

Financial ServicesNew York, United States201-500 Employees

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 23 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
499

United States Of America
499

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Italy
1

Asia
1

Pakistan
1

Wealthspire Advisors's Leadership

M. L.
Chief Executive Officer
Mobile Phone
Email
J. W.
Chief Executive Officer
Mobile Phone
Email
M. L.
Chief Executive Officer
Mobile Phone
Email
M. D. P.
Chief Compliance Officer
Mobile Phone
Email
M. M.
Chief Investment Officer
Mobile Phone
Email
A. G.
Chief Marketing Officer
Mobile Phone
Email
J. S.
Chief Strategy Officer
Mobile Phone
Email
P. B. A.
Chief Operating Officer
Mobile Phone
Email

Wealthspire Advisors Employee Metrics

100%

50%

2024

2023

Operations
Finance
Administrative
Marketing
Business Development
Other

Contact profiles from Wealthspire Advisors

Name

Title

Contact Info

Location

Last Update

M. L.
Chief Executive Officer
Mobile Phone
Email
United StatesNew York
Dec 13, 2024
M. D. P.
Chief Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Nov 15, 2024
M. M.
Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Nov 28, 2024
A. G.
Chief Marketing Officer
Mobile Phone
Email
United StatesNew York
Dec 13, 2024
E. S.
President & Chief Operating Officer
Mobile Phone
Email
United StatesNew York
Dec 13, 2024
D. K.
Deputy Cio At Wealthspire
Mobile Phone
Email
United StatesMaryland
Nov 28, 2024
B. P.
Cfo And Managing Director
Mobile Phone
Email
United StatesWisconsin
Nov 27, 2024
B. L.
President
Mobile Phone
Email
Oct 18, 2024
D. S. S.
Managing Partner
Mobile Phone
Email
Oct 23, 2024
G. D.
Owner
Mobile Phone
Email
United StatesMaryland
Oct 21, 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 390 employees as of December 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Wealthspire Advisors's key employees and leadership?

As of December 2024, Wealthspire Advisors's key employees include:

Chief Executive Officer: M. L.
Chief Executive Officer: J. W.
Chief Executive Officer: M. L.
Chief Compliance Officer: M. D. P.
Chief Investment Officer: M. M.

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