New York, NY 60 East 42nd Street #1120 Office

Michael Kimmel is a CFP® and Series 65-registered advisor at Greenspring Advisors, LLC with nine years of industry experience. He previously worked at Wealthstream Advisors, Inc. for 14 years before joining Greenspring in 2025. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.

Timothy Daly is a CFP® professional with two years of industry experience, currently with Greenspring Advisors, LLC. He has prior experience at Wealthstream Advisors, Inc. and PricewaterhouseCoopers. Outside of his advisory role, he owns a certified public accounting firm specializing in tax preparation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, using a multi-disciplinary investment approach and offering both discretionary and non-discretionary portfolio management.

Joseph Orff Jr. is a CFP® and CFA® with three years of industry experience. He is currently an advisor at Greenspring Advisors, LLC, where he has worked since 2025. Prior to that, he spent several years with Wealthstream Advisors, Inc. He has a background that includes time at the University of Miami. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers both discretionary and non-discretionary portfolio management tailored to client objectives.

Brenna Mcloughlin is a CFP® with four years of industry experience, currently with Greenspring Advisors, LLC. She previously worked at Wealthstream Advisors, Inc. for ten years. Outside of her advisory role, she serves as secretary and board member of a residential cooperative in New York City, handling administrative duties such as meeting scheduling and minute taking. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering wealth management, financial planning, and retirement consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis, with regular portfolio reviews and a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Eric Siss is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Wealthstream Advisors and Rockwood Wealth Management. He serves on the planning committee for the NAPFA Large Firm Forum without compensation. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a notable suite of retirement services, including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Matthew Gordon is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2025. Prior to joining Greenspring, he worked for 12 years at Wealthstream Advisors, Inc. He is a member of the investment committee for Rodeph Sholom, where he assists in managing the temple's endowment and pension funds. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and offers fiduciary and non-fiduciary retirement plan services, including proprietary pooled employer plan platforms.

Kayla Sabbagh is a CFP® with three years of industry experience, currently serving at Greenspring Advisors, LLC. Her background includes roles at Wealthstream Advisors, Inc. and The Vanguard Group, Inc. in addition to her current position. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans, using a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also operates a pooled employer plan and offers participant-focused retirement services through various platforms and educational resources.

Katharine George is a CFP® professional with four years of industry experience. She has worked at Greenspring Advisors, LLC since 2025 and previously spent eight years with Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis, along with asset-allocation and manager due diligence, and offers a distinctive suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Michael Goodman is a CFP® and PFS™ credentialed advisor at Greenspring Advisors, LLC with 22 years of industry experience. He worked at Wealthstream Advisors, Inc. for 21 years before joining Greenspring Advisors in 2025. Goodman serves as chair of the AICPA PFP Symposium. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans, employing a multi-disciplinary investment approach with regular client reviews.