Wealthspire Advisors Executive and Leadership Team

Michael LaMena, the Chief Executive Officer at Wealthspire Advisors, directs the firm's overarching strategy and operational execution. LaMena guides the company's expansion across multiple states, ensuring alignment with the core fiduciary duty and client-centric approach. This leadership role involves fostering a culture of collaboration and innovation throughout the organization, impacting service delivery and client outcomes. By overseeing strategic initiatives, Michael LaMena drives the firm's mission to integrate all aspects of a client's financial life, delivering thoughtful strategies that optimize finances and support aspirations. The Chief Executive Officer's focus remains on enhancing the firm's market position and solidifying its reputation as a trusted wealth management partner, ultimately empowering clients with confidence in their financial futures.

Brett Schneider, the Executive VP & Chief Financial Officer at Wealthspire Advisors, manages the firm's financial health and strategic fiscal planning. Schneider oversees all financial operations, including budgeting, forecasting, and capital management, ensuring robust financial controls and compliance across the organization. This executive function is essential for supporting Wealthspire Advisors' fiduciary responsibilities and long-term growth objectives. By maintaining financial discipline and driving fiscal efficiency, Brett Schneider enables the firm to invest in its people, technology, and client services. The Executive VP & Chief Financial Officer's role involves analyzing financial performance, identifying opportunities for profitability enhancement, and ensuring the company's financial stability. Schneider's expertise underpins the firm's capacity to serve clients effectively.

Brian Powers, the Chief Financial Officer & Managing Director at Wealthspire Advisors, directs financial strategy and operational management, contributing to the firm's robust financial framework. Powers oversees key financial functions, ensuring fiscal integrity and supporting the firm's fiduciary commitment across its diverse office locations. This dual role emphasizes both strategic financial oversight and hands-on management of critical financial operations. By driving financial performance and efficiency, Brian Powers supports Wealthspire Advisors' mission to deliver integrated financial solutions. The Chief Financial Officer's focus includes optimizing resource allocation, managing risk, and ensuring compliance with regulatory standards. Powers's financial acumen is integral to the firm's sustained success and client trust.

Channing Olson, the Chief Operating Officer, Wealthspire Advisors at Wealthspire Advisors, oversees the firm's day-to-day operations and ensures seamless service delivery across all locations. Olson directs operational efficiency, process improvement, and the integration of client services to uphold the company's fiduciary standards. This leadership position is crucial for translating strategic goals into effective operational execution. By optimizing workflows and managing resources, Channing Olson enhances the client experience and supports the firm's collaborative approach to wealth management. The Chief Operating Officer's responsibilities encompass managing administrative functions, ensuring regulatory compliance, and driving operational excellence. Olson's focus is on maintaining high standards of service and operational integrity.

Michael Goss, the Chief Revenue Officer & President, Wealthspire Institutional at Wealthspire Advisors, spearheads revenue generation and the strategic growth of the firm's institutional client services. Goss directs sales operations and business development efforts, focusing on expanding market reach and deepening client relationships across the Northeast, Mid-Atlantic, Midwest, and West Coast. This leadership position is pivotal in translating the firm's fiduciary values into tangible business outcomes. By cultivating new opportunities and strengthening existing partnerships, Michael Goss ensures the sustained financial health and expansion of Wealthspire Advisors. The Chief Revenue Officer's mandate includes driving client acquisition, optimizing revenue streams, and enhancing the firm's value proposition for institutional investors. Goss's strategic vision fuels the company's growth trajectory.

David Cohen, the President at Wealthspire Advisors, drives strategic initiatives and operational excellence across the firm's extensive network of offices. Cohen focuses on enhancing client relationships and expanding the firm's market presence, ensuring alignment with Wealthspire Advisors' fiduciary commitment and collaborative approach. This leadership role is instrumental in guiding the firm's growth trajectory and upholding its reputation for delivering integrated financial strategies. By fostering strong internal and external partnerships, David Cohen supports the firm's mission to optimize client finances and empower them with confidence. The President's responsibilities include overseeing key business units and ensuring the consistent delivery of high-quality advisory services. Cohen's leadership reinforces the firm's market position.

Carl Nelson, the President at Wealthspire Advisors, directs strategic growth and operational leadership, contributing to the firm's expansion and service excellence. Nelson oversees key business functions, ensuring that Wealthspire Advisors consistently upholds its fiduciary duty and client-centric philosophy across all regions. This executive position is vital for driving market penetration and strengthening the firm's advisory capabilities. By championing strategic partnerships and operational efficiencies, Carl Nelson supports the firm's objective of optimizing client financial lives. The President's focus includes enhancing service delivery models and ensuring robust compliance frameworks. Nelson's leadership is key to the firm's ongoing success and client satisfaction.

Steven Frampton, the Chief Technology Officer at Wealthspire Advisors, architects the firm's technology infrastructure and digital transformation initiatives. Frampton oversees the development and implementation of innovative solutions that enhance operational efficiency and client experience across the firm's numerous offices. This critical role ensures that technology supports Wealthspire Advisors' fiduciary commitment and collaborative strategy integration. By driving technological advancements, Steven Frampton enables the firm to deliver seamless, secure, and sophisticated financial management services. The Chief Technology Officer's responsibilities include safeguarding client data, optimizing digital platforms, and exploring emerging technologies to maintain a competitive edge in the financial services sector. Frampton's leadership ensures technology acts as a catalyst for growth and client confidence.

Dmitriy Katsnelson, the Deputy Chief Information Officer at Wealthspire Advisors, supports the strategic direction and execution of the firm's information technology initiatives. Katsnelson collaborates with the Chief Technology Officer to enhance IT infrastructure, cybersecurity measures, and digital platforms that underpin Wealthspire Advisors' client services. This role is vital in ensuring the technological backbone supports the firm's fiduciary duty and client-focused strategies. By contributing to IT system development and maintenance, Dmitriy Katsnelson ensures operational resilience and data integrity. The Deputy Chief Information Officer's focus includes implementing advanced technological solutions and supporting the firm's digital transformation efforts. Katsnelson's technical expertise strengthens the firm's operational capabilities.

Nataly Sogoloff, the Chief People Officer at Wealthspire Advisors, leads human capital strategy and organizational development to foster a high-performance culture. Sogoloff oversees talent acquisition, employee engagement, and professional development programs, ensuring that the firm's team embodies its fiduciary values and collaborative spirit. This executive function is critical for attracting, retaining, and nurturing the talent necessary to deliver exceptional client service across the firm's extensive network. By championing employee well-being and growth, Nataly Sogoloff cultivates an environment where advisors can thrive and clients receive unparalleled support. The Chief People Officer's mandate includes shaping the employee experience and aligning HR initiatives with the company's strategic objectives. Sogoloff's leadership strengthens the firm's human capital.