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
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    M. L.
    Chief Executive Officer
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    B. P.
    Cfo And Managing Director
    Phone icon
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    N. S.
    Chief People Officer
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    A. G.
    Chief Marketing Officer
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    M. M.
    Chief Investment Officer
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    J. S.
    Chief Strategy Officer
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    C. M.
    Chief Market Strategist
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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
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    R. V. B.
    Executive Vice President
    Phone icon
    United StatesNew York
    Nov 10, 2025
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    J. Y. B.
    Advisor, Vice President
    Phone icon
    United StatesVirginia
    Nov 15, 2025
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    G. H.
    Senior Vice President
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    United StatesNew York
    Jan 28, 2026
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    K. S.
    Senior Vice President
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    United StatesDc
    Dec 11, 2024
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    C. M.
    Vice President, Investments
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    May 06, 2024
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    A. L.
    Senior Vice President, Advisor
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    United StatesFlorida
    Nov 13, 2025
  • Stylized image of a person
    C. D.
    Vice President, Investments
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    Dec 05, 2025
  • Stylized image of a person
    F. B.
    Vice President - Investments
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    Nov 20, 2025
  • Stylized image of a person
    M. W.
    Head Of Advisor Success
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    United StatesVirginia
    Apr 24, 2025
  • Stylized image of a person
    E. B.
    Senior Vice President
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    United StatesMassachusetts
    Nov 20, 2025

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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