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.

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Wealthspire Advisors Global Highlights

North America
491

United States Of America
491

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
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J. W.
Chief Executive Officer
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M. L.
Chief Executive Officer
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M. D. P.
Chief Compliance Officer
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E. C.
Chief Technology Officer
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A. G.
Chief Marketing Officer
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J. S.
Chief Strategy Officer
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M. M.
Chief Investment Officer
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Wealthspire Advisors Employee Metrics

100%

50%

0%

2024

2023

Operations
Finance
Administrative
Marketing
Business Development
Other

Contact profiles from Wealthspire Advisors

Name

Title

Contact Info

Location

Last Update

A. P.
Vp
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Email
Oct 22, 2024
A. M.
Svp - Advisor
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Email
United StatesConnecticut
Oct 30, 2024
A. T.
Vice President, Finance
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Email
Oct 16, 2024
B. B.
Svp, Advisor
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Mobile Phone
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Email
United StatesCalifornia
Oct 28, 2024
B. K.
Assistant Vice President, Investments - Trader
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United StatesWisconsin
Oct 23, 2024
B. L.
Senior Vice President, Advisor
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United StatesNevada
Oct 28, 2024
B. S.
Assistant Vice President
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Email
United StatesVirginia
Oct 23, 2024
C. H.
Assistant Vice President, Advisor
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Email
United StatesFlorida
Oct 21, 2024
C. M.
Assistant Vice President, Investments
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Email
Oct 23, 2024
C. W.
Vice President
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Mobile Phone
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Email
Oct 17, 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 372 employees as of October 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Wealthspire Advisors's key employees and leadership?

As of October 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 Technology Officer: E. C.

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