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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.

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.

Mya Abate is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Her prior experience includes roles at A&M Financial Services LLC and involvement with LiLuxe LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, offering comprehensive wealth management and investment services through an institutional-style asset allocation framework and tailored client solutions.

Matthew Oliveira is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes positions at myCIO Wealth Partners, LLC and IHS Markit. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporations, and nonprofits. The firm uses an institutional-style asset allocation framework with a range of investment vehicles and offers services such as wealth management, financial planning, and retirement-plan consulting.

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 four years of industry experience. He holds a Series 65 designation and has previously worked at Baker Newman Noyes, Jetlaw, the US Department of Justice, American University Washington College of Law, and Williams & Connolly. Burns is also a partner in Brooks Investments, a real estate investment venture. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services including wealth management, financial planning, and retirement-plan consulting.

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 financial advisor at Wealthspire Advisors with a Series 65 designation. He has been with Wealthspire Advisors LLC since 2011. 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 plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

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.

John Brillo is a financial advisor at Wealthspire Advisors with a Series 65 designation and experience beginning in 2024. Prior to joining Wealthspire, he worked at The Spaventa Group and taught at the University of South Carolina as well as at the middle and high school levels. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting to individuals, corporate plans, and nonprofit organizations, employing an institutional-style asset allocation framework with centralized oversight.

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.

David Kramer is a financial advisor with Wealthspire Advisors, holding a Series 63 designation and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a decade, as well as Kingsview Partners. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting, supported by ongoing client monitoring and a range of investment vehicles.

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 the Series 63 and Series 66 designations. His prior experience includes six years at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2013 to 2019. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporate and nonprofit entities, employing an institutional-style asset allocation framework.