Wealthspire Advisors Executive and Leadership Team

Michael LaMena, the Chief Executive Officer at Wealthspire Advisors, directs the firm's overall strategic vision and operational execution. Overseeing all business units, LaMena ensures alignment with the company's fiduciary commitment and client-centric approach. This leadership role involves driving growth initiatives and maintaining the highest standards of service across all client interactions. By fostering a culture of collaboration and expertise, Michael LaMena guides Wealthspire Advisors in its mission to optimize client finances and support their aspirations. The Chief Executive Officer's purview extends to market positioning and long-term financial planning, ensuring the firm remains a trusted partner for clients seeking confidence in their financial futures. This executive's focus is on sustainable expansion and enhancing the firm's value proposition across its national footprint.

Brian Powers, the Chief Financial Officer & Managing Director at Wealthspire Advisors, manages the firm's financial health and strategic fiscal planning. Overseeing all financial operations, Powers ensures robust financial controls, accurate reporting, and efficient resource allocation across the organization. This critical role involves developing financial models, managing budgets, and identifying opportunities for fiscal optimization to support the company's growth objectives. By maintaining strong financial discipline, Brian Powers underpins Wealthspire Advisors' ability to operate as a fiduciary and deliver consistent value to clients. The Chief Financial Officer & Managing Director's expertise is vital for navigating market complexities and ensuring the firm's long-term financial stability and profitability. Powers' leadership ensures the financial integrity of the firm's operations.

Brett Schneider, the Executive VP & Chief Financial Officer at Wealthspire Advisors, collaborates with the Chief Financial Officer on managing the firm's financial performance and strategic fiscal direction. Overseeing specific financial functions and reporting structures, Schneider ensures adherence to financial regulations and supports the development of robust financial plans. This executive role involves contributing to budgeting, forecasting, and the analysis of financial data to inform strategic decision-making. By supporting financial oversight, Brett Schneider reinforces Wealthspire Advisors' commitment to fiscal responsibility and client trust. The Executive VP & Chief Financial Officer's involvement is key to maintaining the financial integrity and operational efficiency necessary for delivering comprehensive wealth management services. Schneider's financial acumen supports the firm's stability.

Channing Olson, the Chief Operating Officer, Wealthspire Advisors at Wealthspire Advisors, directs the firm's day-to-day operational activities and process optimization. Overseeing key functional areas, Olson ensures efficient workflow management, resource allocation, and the smooth execution of business strategies across all office locations. This leadership position involves enhancing operational effectiveness, implementing best practices, and driving initiatives that improve service delivery and client satisfaction. By focusing on operational excellence, Channing Olson supports Wealthspire Advisors' commitment to providing integrated, collaborative financial strategies. The Chief Operating Officer's responsibilities are crucial for maintaining the firm's fiduciary standards and ensuring consistent, high-quality client experiences throughout its extensive network. Olson's leadership streamlines operations for maximum client benefit.

Michael Goss, the Chief Revenue Officer & President, Wealthspire Institutional at Wealthspire Advisors, drives revenue generation and expansion of the firm's institutional client services. Overseeing sales and business development efforts, Goss focuses on cultivating strategic partnerships and enhancing market penetration. This executive role involves developing and executing revenue strategies that align with the company's growth targets and client acquisition goals. By leading the institutional division, Michael Goss ensures that corporate clients receive tailored financial solutions and expert advisory services. The Chief Revenue Officer & President, Wealthspire Institutional's strategic insights are crucial for identifying new market opportunities and strengthening the firm's position within the institutional investment landscape. Goss's leadership directly contributes to the firm's overall financial performance and market influence.

Eric Sontag, the President, Wealthspire Private Client at Wealthspire Advisors, spearheads the firm's private client services division, focusing on individual and family wealth management. Overseeing client acquisition and relationship management, Sontag ensures personalized financial strategies are delivered to meet diverse client needs. This executive position involves driving growth within the private client segment and enhancing the client experience through dedicated advisory support. By leading this crucial area, Eric Sontag reinforces Wealthspire Advisors' commitment to acting as a fiduciary and partner in optimizing clients' financial lives. The President, Wealthspire Private Client's strategic direction is vital for expanding the firm's reach and impact among individual investors seeking comprehensive financial guidance. Sontag's leadership ensures client aspirations are met.

Carl Nelson, the President at Wealthspire Advisors, contributes to the firm's strategic leadership and operational oversight. Overseeing key business functions, Nelson ensures alignment with the company's mission to provide integrated financial solutions and act as a fiduciary for clients. This leadership role involves driving initiatives that enhance service delivery and support the firm's growth across its various markets. By collaborating with other executives, Carl Nelson helps to shape Wealthspire Advisors' approach to client success and financial optimization. The President's focus on operational effectiveness and strategic partnerships is essential for maintaining the firm's reputation and expanding its client base. Nelson's contributions are integral to the firm's ongoing success and client confidence.

Steven Frampton, the Chief Technology Officer at Wealthspire Advisors, architects the firm's technology infrastructure and digital strategy. Overseeing all IT operations, Frampton ensures the secure and efficient deployment of technological solutions that support client services and internal workflows. This leadership position involves evaluating and implementing innovative tools to enhance operational efficiency and client experience. By driving technological advancements, Steven Frampton enables Wealthspire Advisors to deliver sophisticated, data-driven financial strategies. The Chief Technology Officer's responsibilities include cybersecurity, data management, and the integration of new platforms to maintain a competitive edge in the financial services sector. Frampton's work directly supports the firm's fiduciary duty by safeguarding client information and optimizing service delivery.

Dmitriy Katsnelson, the Deputy Chief Information Officer at Wealthspire Advisors, supports the Chief Technology Officer in managing the firm's technology initiatives and operational systems. Overseeing key IT projects and infrastructure components, Katsnelson ensures the seamless integration and maintenance of technology solutions that enhance client service delivery and internal efficiency. This role involves collaborating on the development and implementation of IT strategies, focusing on system reliability and data security. By assisting in technology oversight, Dmitriy Katsnelson contributes to Wealthspire Advisors' ability to leverage technology for optimized financial planning and advisory services. The Deputy Chief Information Officer's focus on operational excellence in IT infrastructure directly supports the firm's fiduciary responsibilities and commitment to client success. Katsnelson's efforts bolster the technological backbone of the firm.

Nataly Sogoloff, the Chief People Officer at Wealthspire Advisors, leads the human resources strategy and talent management initiatives across the organization. Overseeing all aspects of employee relations, recruitment, and professional development, Sogoloff cultivates a supportive and high-performing work environment. This leadership role involves developing programs that attract, retain, and engage top talent, ensuring the firm has the expertise needed to serve its clients effectively. By focusing on people operations, Nataly Sogoloff strengthens Wealthspire Advisors' capacity to deliver collaborative and thoughtful financial strategies. The Chief People Officer's commitment to employee well-being and growth is integral to the firm's culture and its ability to uphold its fiduciary duty through exceptional service. Sogoloff ensures a strong talent pipeline.