Benjamin Sullivan is a financial advisor at Wealthspire Advisors in New York, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2020, following a role at Beacon Bridge Wealth Partners. Prior to his financial career, he was involved in education at both the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a variety of investment vehicles alongside ongoing due diligence.

Cindy Duan is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation. She joined Wealthspire Advisors in 2025 and has prior experience at GlaxoSmithKline and ZS Associates. Cindy also spent time as a homemaker and was a student at The Wharton School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and offers comprehensive wealth management and trust administration services.

Spencer Friedman is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. His background also includes roles with SportsGrid and the University of Maryland Alumni Association. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various asset classes and ongoing portfolio reviews.

Wyatt Reksten is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Wealthspire Advisors, he worked in education at both the university and secondary school levels for a combined ten years. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio reviews.

Thomas Kavanagh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior roles include positions at Lenox Wealth Advisors, MML Investors Services, and Lenox Advisors, Inc. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and trustee services to individuals, corporations, retirement plans, nonprofit organizations, and foundations. The firm employs a relationship-driven, customized process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Christopher Leddy is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Lenox Wealth Advisors, LLC from 2018 to 2022. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trust-administration services. The firm uses a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and employs a mix of mutual funds, ETFs, private funds, and Separate Account Managers.

Matthew Oliveira is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with several years of experience in the wealth management industry. Prior to joining Wealthspire Advisors in 2025, he worked at myCIO Wealth Partners, LLC from 2022 to 2025 and held positions at IHS Markit, the University of South Carolina, First Data, and the University of Maryland. Wealthspire Advisors serves individuals, corporate and nonprofit clients, and retirement plans by providing wealth management, financial planning, investment advisory, family office support, trustee services, and investment consulting. The firm employs a diversified, institutional-style asset allocation approach and combines active and passive strategies to align with client risk profiles.

Madelyn Bowles is a CFP® professional with eight years of experience at Wealthspire Advisors and one year at Merrill Lynch. She began her career after graduating from Lafayette College, where she also spent four years. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and retirement-plan services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

Dominick Matteo is a CFP® and Series 65-licensed advisor at Wealthspire Advisors with five years of industry experience. He previously worked at Novi Wealth Partners, Private Wealth Management Group, LLC, and Bleakley Financial Group, LLC. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized process and emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

John Burns is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds a Series 65 designation and has worked at firms including Baker Newman Noyes and Jetlaw, as well as positions at the US Department of Justice and American University Washington College of Law. Wealthspire Advisors serves a diverse client base that includes individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Stacey Rosenson is a CFP® professional with eight years of experience at Wealthspire Advisors and three years at Joel Isaacson & Co., LLC, totaling 11 years in the financial industry. She is based in New York, NY. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering services such as wealth management, financial planning, and trust administration. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Travis Walters is a Series 65 licensed financial advisor with Wealthspire Advisors in New York, NY. He has been with Wealthspire Advisors LLC since 2011, accumulating 15 years of experience. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Aviva Pinto is a financial advisor at Wealthspire Advisors in New York, NY, with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation.

Allaire Langdon is a CFP® professional with four years of industry experience, currently advising at Wealthspire Advisors since 2022. Prior to this, Langdon worked at Lenox Wealth Advisors, LLC and Lenox Advisors Inc., and has a background that includes experience at Skidmore College. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and offers a range of wealth management and financial planning services.

Casey Riviezzo is a CFP® professional with three years of industry experience, currently serving at Wealthspire Advisors since 2019. Prior to joining Wealthspire, Casey held positions at Interlock Financial and Rynkar Vail & Barrett LLP. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation and utilizes a mix of mutual funds, ETFs, private funds, and separate account managers.

Andrew Macaleer is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Wealthspire Advisors, where he has worked since 2022. His prior experience includes roles at Lenox Wealth Advisors, LLC and Sanford F. Bernstein & Co., LLC. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and ongoing portfolio oversight.

Martha Staniford is a financial advisor at Wealthspire Advisors with 19 years of industry experience. She holds a Series 63 designation and has been with Wealthspire Advisors since 2003. Outside of her advisory role, she serves on the boards of the Petey Greene Foundation and the Lynde Point Land Trust in Connecticut. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach that emphasizes diversified, institutional-style asset allocation across various portfolio guidelines.

Brian Mcauliffe is a financial advisor at Wealthspire Advisors with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GM Advisory Group since 2020, following six years at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Wealthspire Advisors serves individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also offers standalone financial planning and consulting services and customizes portfolios to client objectives.

Seth Starr is a CFP® with 30 years of experience in the financial services industry, currently serving at Hightower Advisors. He has held roles at Wealthspire Advisors, Lincoln Financial Advisors Corporation, and Frankel Loughran Stanl & Vallane LLP. In addition to his advisory work, he is a CPA specializing in tax services. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing a mix of fundamental and quantitative analysis, strategic and tactical asset allocation, and access to affiliated and third-party managers.

Michael Delgass is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with 18 years of industry experience. He has been with Wealthspire Advisors since 2005. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management, investment advisory, and financial planning services with an emphasis on diversified, institutional-style asset allocation.