Wealthspire Employee Directory

Financial ServicesNew York, United States201-500 Employees

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. 


Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Find Wealthspire employees' phone numbers or email addresses

Wealthspire Global Highlights

Location
Employees

North America
515

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  • United States Of America
    515

Europe
1

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  • Italy
    1

Wealthspire's Leadership

  • Stylized image of a person
    M. L.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    M. L.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    B. P.
    Cfo And Managing Director
    Phone icon
  • Stylized image of a person
    N. S.
    Chief People Officer
    Phone icon
  • Stylized image of a person
    A. G.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    M. M.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    J. S.
    Chief Strategy Officer
    Phone icon
  • Stylized image of a person
    C. M.
    Chief Market Strategist
    Phone icon

Wealthspire Employee Metrics

100%
50%
0%
2026
2025
2024
  • Operations
  • Finance
  • Administrative
  • Marketing
  • Business Development
  • Other
  • Information Technology
  • Accounting
  • Human Resources
  • Banking
  • Community & Social Services
  • Business

Contact profiles from Wealthspire

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. L.
    Chief Executive Officer
    Phone icon
    United StatesNew York
    Nov 21, 2025
  • Stylized image of a person
    S. F.
    Evp, Cto
    Phone icon
    United StatesTexas
    Jan 28, 2026
  • Stylized image of a person
    N. S.
    Chief People Officer
    Phone icon
    United StatesNew York
    Nov 24, 2025
  • Stylized image of a person
    A. G.
    Chief Marketing Officer
    Phone icon
    United StatesNew York
    Jan 28, 2026
  • Stylized image of a person
    M. M.
    Chief Investment Officer
    Phone icon
    United StatesNew York
    Jan 04, 2024
  • Stylized image of a person
    D. K.
    Deputy Cio At Wealthspire
    Phone icon
    United StatesMaryland
    Jan 28, 2026
  • Stylized image of a person
    B. P.
    Cfo And Managing Director
    Phone icon
    United StatesWisconsin
    Dec 16, 2025
  • Stylized image of a person
    B. L.
    President
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    D. S. S.
    Managing Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. S.
    Chief Strategy Officer
    Phone icon
    United StatesMaryland
    Oct 16, 2024

Frequently Asked Questions

What is Wealthspire known for?

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

What is Wealthspire's most common email format?

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

How many employees does Wealthspire have currently?

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Wealthspire has approximately 478 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wealthspire's key employees and leadership?

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As of February 2026, Wealthspire's key employees include:

  • Chief Executive Officer: M. L.
  • Chief Executive Officer: M. L.
  • Cfo And Managing Director: B. P.
  • Chief People Officer: N. S.
  • Chief Marketing Officer: A. G.

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