WealthSpire Advisors

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Raymond Kramer is a Series 65 licensed advisor with Wealthspire Advisors, bringing four years of industry experience. He has held roles at multiple firms, including Trinity Wealth Securities and Florida Financial Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, and nonprofits by providing wealth management, financial planning, and retirement consulting, using an institutional-style asset allocation framework.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Frank Lavrigata is a CFP® professional with 18 years at Wealthspire Advisors and five years of overall industry experience. He is based in Melville, NY. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporations, pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through mutual funds, ETFs, private investments, and separate account managers under centralized oversight.

Nicholas Kapelewski is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, The Hartford Investment Management Company, and USI Insurance, among others. Prior to his advisory roles, he was employed in education and entertainment sectors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office support. The firm utilizes a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Benjamin Sullivan is a financial advisor with Wealthspire Advisors in New York, NY, holding a Series 65 designation and five years of industry experience. His background includes positions at Beacon Bridge Wealth Partners and Villanova University, along with six years working in middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and investment committee oversight.

Kirstin Griffin is a Series 65 licensed financial advisor at WealthSpire Advisors with 21 years of industry experience. She has worked at Sage Financial Advisors, Inc. since 2003. WealthSpire Advisors serves a broad mix of clients, including individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management and financial planning services. The firm emphasizes a relationship-driven process and diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Jonathan Bernstein is a CFP® and PFS™ with 24 years of industry experience. He is a financial advisor at Wealthspire Advisors and has previously worked at Purshe Kaplan Sterling Investments and co-owns Bernstein & Bernstein CPA's LLP, where he provides accounting and tax services. Bernstein also advises clients on life insurance as a producer outside of his advisory role. Wealthspire Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation strategy using mutual funds, ETFs, private investments, and outside managers, with an active approach to client service and investment oversight.

Michael Mangels is a CFP® professional with 14 years of experience in financial advising. He has worked at Wealthspire Advisors since 2024, following a 13-year tenure at Private Ocean. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Zhi Xiong Chua is a financial advisor at Wealthspire Advisors in San Rafael, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Wealthspire in 2026, he has been involved with Endgame Athletics LLC since 2014. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves a diverse client base including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach and offers comprehensive wealth management and financial planning services.

Brion Collins is a CFP® with 28 years of industry experience, currently with Wealthspire Advisors. He has held roles within Wealthspire since 2015, including positions at Wealthspire Capital, LLC. His credentials also include Series 63 and Series 65 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services that include wealth management, financial planning, and retirement-plan consulting.

Shannon Thieke is a Series 65–licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire in 2024, she held positions at Boston College from 2020 to 2024 and worked for the Town of Hempstead from 2018 to 2021. Wealthspire Advisors 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 wealth management, financial planning, retirement-plan consulting, and other services tailored through client interviews and ongoing monitoring.

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 three years of industry experience. Prior to joining Wealthspire Advisors, he worked in educational roles at Binghamton University and in secondary education for six years. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, employing mutual funds, ETFs, private investments, and separate account managers, with ongoing client monitoring and recent expansions into bookkeeping and bill-pay services.

Juliette Williams is a financial advisor at Wealthspire Advisors with 30 years of industry experience and holds Series 63 and Series 66 designations. She previously worked at Wealthspire Capital, LLC, and currently serves as a client support coordinator at Bronfman E.L. Rothschild, LP. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.