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Stephen R
Series 63, Series 65
Pittsburgh, PA
Spire Wealth Management, LLC
Stephen Receski is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Spire Investment Partners, LLC since 2009. Outside of his advisory role, he performs outside accounting work for businesses and individuals through a separate tax services business in the Pittsburgh area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management options including discretionary and non-discretionary services. The firm employs a diverse mix of investment strategies and offers access to proprietary risk overlays and various third-party programs.
Henry D
CFP®, Series 66
Rhinebeck, NY
Spire Wealth Management, LLC
Henry Devries is a CFP® with 14 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2021. Devries is the treasurer of the National Law Enforcement Associates and serves as a board member of the Rhinebeck Chamber of Commerce. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also provides financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.
Midhat Q
CFA®, Series 66, Series 65
Las Cruces, NM
Spire Wealth Management, LLC
Midhat Quadri is a CFA charterholder with seven years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC. He previously worked at First American Bank for 11 years before joining Spire Investment Partners in 2020. Quadri conducts his investment advisory activities under DBAs Quadri Investment Management and Quadri Wealth. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, as well as manager-of-managers arrangements, using a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches.
Frank V
Series 63, Series 66
Aurora, IL
Spire Wealth Management, LLC
Frank Vandy is a financial advisor at Spire Wealth Management, LLC in Aurora, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at LPL Financial for 10 years before joining Spire Investment Partners in 2021. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.
Jeremy Z
Series 65
Clintondale, NY
Spire Wealth Management, LLC
Jeremy Ziemba is a financial advisor at Spire Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at Spire Securities, LLC and HVSP Enterprises, as well as eight years with the Department of Homeland Security. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a variety of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions, and offers access to specialized model portfolios and alternative investments.
Christopher P
CFP®, Series 63
Bethesda, MD
Spire Wealth Management, LLC
Christopher Pratt is a CFP® with six years of industry experience, currently serving as an investment advisor at Spire Wealth Management, LLC. He has worked at Cardinal Wealth Management since 2017 and was an independent contractor prior to that. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. Spire Wealth Management offers investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also provides financial planning and access to separately managed portfolios and wrap programs.
Jeffrey M
Series 63, Series 65
McLean, VA
Spire Wealth Management, LLC
Jeffrey McCoy is a financial advisor at Spire Wealth Management, LLC, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Corbett Road Capital Management and Spire Securities since 2012. McCoy serves as a Managing Partner and Wealth Director at Corbett Road Wealth Management, an affiliate of Spire Wealth Management. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm utilizes a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, offering both discretionary and non-discretionary portfolio management.
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