Organizational Chart of Wealthspire Advisors

Organograma da Wealthspire Advisors

www.wealthspire.com

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+1 212 973 1200

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CEO

Mike LaMena
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CFO

Brian Powers
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Compliance

M...
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Control

C...
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Finance

A...
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President & COO

Eric Sontag
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Investment

M...
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Deputy Investment

D...
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Managing Director

J...
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Managing Director

M...
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Managing Director

B...
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Managing Director

B...
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Managing Director

Z...
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Managing Director

C...
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Managing Director

A...
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Managing Director

G...
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Managing Director

G...
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Managing Director

J...
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Managing Director

J...
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Market Strategist

C...
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Trading, Portfolio & Risk Mg...

J...
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Investments

C...
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Investments

T...
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Investments

C...
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Investments

M...
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Investments

C...
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CTO

E...
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Data Management

R...
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Data Operations

M...
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Legal & M&A

H...
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Legal & Compliance

K...
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Managing Director

M...
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Advisor Success

M...
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Family Office Services

H...
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Managing Director

J...
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Managing Director

C...
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Managing Director

D...
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Potomac Office

A...
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Midwest Region

K...
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Mid-Atlantic Region

T...
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Advisory Technology & Integr...

C...
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Client Service

J...
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Intermediary Business

G...
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West Region

M...
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Marketing

A...
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Strategic Mktgg & Growth

C...
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Brand

S...
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HR

N...
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HR

C...
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Atualização nov 25, 2024
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