Wealthspire Advisors Executive and Leadership Team

Brett Schneider, the Executive Vice President & Chief Financial Officer, At Wealthspire at Wealthspire Advisors, directs the firm's financial planning, analysis, and capital management. Overseeing the fiscal health of the organization, the Executive Vice President & Chief Financial Officer, At Wealthspire ensures that resources are allocated to support the firm's growth and fiduciary mission. This leadership role involves managing financial reporting and budgeting processes to maintain long-term stability. By analyzing the firm's economic performance, Brett Schneider provides the strategic guidance necessary for sustainable expansion across the Northeast, Mid-Atlantic, Midwest, and West Coast. The Executive Vice President & Chief Financial Officer, At Wealthspire also collaborates with the executive team to evaluate investment opportunities and manage risk. Through the rigorous oversight of financial operations, the Executive Vice President & Chief Financial Officer, At Wealthspire supports the firm's ability to deliver high-quality, collaborative financial strategies that optimize client finances and aspirations.

Brian Powers, the Chief Financial Officer & Managing Director at Wealthspire Advisors, executes the firm's corporate finance strategy and manages internal capital structures. Overseeing the firm's financial compliance and reporting, the Chief Financial Officer & Managing Director ensures that all fiscal activities align with fiduciary standards. This leadership role involves directing the firm's treasury functions and optimizing cash flow to support ongoing operations. By providing financial oversight for the firm's regional expansion, Brian Powers ensures that the organization maintains the resources required to serve clients effectively. The Chief Financial Officer & Managing Director also collaborates with the board to drive long-term value creation and financial health. Through the management of complex financial portfolios, the Chief Financial Officer & Managing Director supports the firm's mission to provide thoughtful, collaborative strategies. This focus on fiscal discipline and strategic resource management directly impacts the firm's ability to help clients achieve their financial goals.

Channing Olson, the Chief Operating Officer, Wealthspire Advisors at Wealthspire Advisors, directs the firm's internal business processes and service delivery standards. Overseeing the day-to-day operations across all regional offices, the Chief Operating Officer, Wealthspire Advisors ensures that the firm's fiduciary model is consistently applied. This leadership role involves streamlining administrative workflows to enhance the client experience. By coordinating between departments, Channing Olson ensures that the firm's collaborative strategies are executed with precision and efficiency. The Chief Operating Officer, Wealthspire Advisors also monitors operational performance metrics to identify areas for improvement and scalability. Through the implementation of best practices in wealth management operations, the Chief Operating Officer, Wealthspire Advisors supports the firm's commitment to providing thoughtful financial guidance. This focus on operational excellence ensures that the firm remains a reliable partner for clients seeking to optimize their finances and support their long-term aspirations.

Michael Goss, the Chief Revenue Officer at Wealthspire Advisors, architects the firm's growth strategy and revenue generation initiatives. Overseeing business development across multiple regional markets, the Chief Revenue Officer ensures that the firm's fiduciary value proposition reaches a broad client base. This leadership role involves aligning sales teams with the firm's collaborative financial planning philosophy to maximize market penetration. By analyzing client acquisition metrics and retention data, Michael Goss optimizes the revenue funnel to support sustainable expansion. The Chief Revenue Officer also collaborates with the executive team to identify new service opportunities that address evolving financial needs. Through the implementation of targeted growth programs, the Chief Revenue Officer strengthens the firm's presence in the investment advisory sector. This focus on revenue efficiency and strategic market positioning directly supports the firm's ability to provide high-quality, personalized financial consulting services to clients nationwide.

Elizabeth Pizzinato, the Chief Marketing Officer at Wealthspire Advisors, directs the firm's brand identity and communication strategies. Overseeing the development of marketing campaigns that highlight the firm's fiduciary commitment, the Chief Marketing Officer ensures consistent messaging across all regional offices. This leadership role involves managing digital presence and public relations to build trust with prospective clients. By crafting narratives that emphasize the integration of financial life planning, Elizabeth Pizzinato elevates the firm's market visibility. The Chief Marketing Officer also collaborates with the leadership team to align marketing efforts with business development goals, ensuring that the brand resonates with the firm's target audience. Through the execution of strategic outreach initiatives, the Chief Marketing Officer drives engagement and reinforces the firm's reputation as a premier investment advisor. This focus on brand equity and client communication supports the firm's mission to help clients gain confidence in their financial futures.

Steven Frampton, the Chief Technology Officer at Wealthspire Advisors, architects the firm's digital infrastructure and technological capabilities. Overseeing the implementation of secure, scalable platforms, the Chief Technology Officer ensures that advisors have the tools necessary to deliver sophisticated financial strategies. This leadership role involves managing the firm's software ecosystem to enhance data security and operational efficiency. By integrating advanced financial planning tools, Steven Frampton supports the firm's ability to provide collaborative, data-driven advice to clients. The Chief Technology Officer also collaborates with the information security team to protect client assets and maintain regulatory compliance across all regional operations. Through the continuous modernization of the firm's technology stack, the Chief Technology Officer drives innovation in service delivery. This focus on robust digital solutions ensures that the firm remains at the forefront of the investment advisory industry while supporting the complex financial needs of clients.

Dmitriy Katsnelson, the Deputy Chief Information Officer at Wealthspire Advisors, executes the firm's data management and information systems strategy. Overseeing the maintenance of critical IT infrastructure, the Deputy Chief Information Officer ensures that internal systems support the firm's fiduciary responsibilities. This leadership role involves optimizing data workflows to improve the accuracy and speed of financial reporting. By managing the technical backend, Dmitriy Katsnelson enables advisors to access real-time insights for client portfolios. The Deputy Chief Information Officer also collaborates with the technology department to implement system upgrades that enhance operational resilience. Through the oversight of information architecture, the Deputy Chief Information Officer supports the firm's commitment to providing thoughtful, collaborative financial strategies. This focus on system reliability and data integrity ensures that the firm maintains a secure and efficient environment for managing client finances across all regional offices.

Nataly Sogoloff, the Chief People Officer at Wealthspire Advisors, directs the firm's human capital strategy and organizational culture. Overseeing talent acquisition, professional development, and employee engagement, the Chief People Officer ensures that the firm attracts and retains top-tier financial talent. This leadership role involves fostering an environment that aligns with the firm's fiduciary values and collaborative approach. By implementing training programs that emphasize client-centric service, Nataly Sogoloff supports the firm's mission to provide thoughtful financial strategies. The Chief People Officer also collaborates with the executive team to ensure that the workforce is equipped to meet the evolving needs of clients across all regional markets. Through the management of organizational performance and culture, the Chief People Officer drives the firm's ability to deliver high-quality wealth management services. This focus on human capital ensures that the firm maintains a team dedicated to helping clients gain confidence in their financial futures.

Michael LaMena, the Principal. DOO at Wealthspire Advisors, directs the overarching operational framework of the firm. Overseeing the integration of fiduciary services across the Northeast, Mid-Atlantic, Midwest, and West Coast, the Principal. DOO ensures that every client interaction aligns with the firm's core mission of holistic financial planning. This leadership role involves coordinating with department heads to refine service delivery models and optimize internal workflows. By maintaining rigorous standards for investment advisory practices, Michael LaMena drives the firm's reputation for excellence in wealth management. The Principal. DOO also monitors market trends to adjust operational strategies, ensuring the firm remains agile in a competitive landscape. Through this focus on scalable infrastructure and client-centric processes, the firm maintains its position as a trusted partner for individuals seeking comprehensive financial guidance and long-term stability.

Amer Javed, the Chief Financial & Operating Officer at Wealthspire Advisors, directs the integration of financial management and operational efficiency. Overseeing the firm's fiscal planning alongside the optimization of business processes, the Chief Financial & Operating Officer ensures that the organization remains both profitable and operationally sound. This leadership role involves managing the firm's budget while simultaneously refining the service delivery models used by advisors. By aligning financial resources with operational goals, Amer Javed supports the firm's fiduciary commitment to clients. The Chief Financial & Operating Officer also collaborates with other C-suite leaders to drive strategic initiatives that enhance the firm's market position. Through the oversight of both financial and operational performance, the Chief Financial & Operating Officer ensures that the firm can consistently deliver collaborative, thoughtful financial strategies. This focus on balanced growth and efficiency supports the firm's mission to help clients optimize their finances and achieve their long-term aspirations.