Wealthspire Employee Directory

Financial ServicesNew York, United 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 employees' phone numbers or email addresses

Wealthspire Global Highlights

Location
Employees

North America
498

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  • United States Of America
    498

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
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  • 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
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  • Stylized image of a person
    M. M.
    Chief Investment Officer
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    M. G.
    Chief Revenue Officer (cro)
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  • Stylized image of a person
    J. S.
    Chief Strategy Officer
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Wealthspire Employee Metrics

100%
50%
0%
2025
2024
  • Operations
  • Finance
  • Administrative
  • Marketing
  • Business Development
  • Other
  • Information Technology
  • Accounting
  • Human Resources

Contact profiles from Wealthspire

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. P.
    Vp
    Phone icon
    United StatesColorado
    Nov 20, 2025
  • Stylized image of a person
    A. M.
    Svp - Advisor
    Phone icon
    United StatesConnecticut
    Oct 20, 2025
  • Stylized image of a person
    A. G.
    Financial Advisor, Vice President
    Phone icon
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    B. B.
    Vice President
    Phone icon
    United StatesConnecticut
    Nov 10, 2025
  • Stylized image of a person
    B. S.
    Vice President
    Phone icon
    United StatesVirginia
    Nov 17, 2025
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    C. J.
    Vice President
    Phone icon
    United StatesNew York
    Nov 10, 2025
  • Stylized image of a person
    C. K.
    Senior Vice President
    Phone icon
    United StatesVirginia
    Nov 12, 2025
  • Stylized image of a person
    C. C.
    Senior Vice President
    Phone icon
    United StatesWisconsin
    Sep 09, 2025
  • Stylized image of a person
    D. M.
    Assistant Vice President, Advisor
    Phone icon
    United StatesNew Jersey
    Oct 23, 2025
  • Stylized image of a person
    E. V.
    Senior Vice President Certified Financial Planner Professional™, Cfp Cpfa, Aif®
    Phone icon
    United States
    Nov 11, 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 403 employees as of December 2025. 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 December 2025, 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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