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 fostering a culture of collaboration across all offices. By championing the integration of financial planning services, Michael LaMena enhances the firm's ability to deliver comprehensive wealth management solutions. The Chief Executive Officer's focus remains on optimizing client outcomes and expanding the firm's market presence throughout the Northeast, Mid-Atlantic, Midwest, and West Coast.

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 and drives profitability across the organization. This executive role involves managing capital allocation, financial reporting, and investor relations to support sustainable growth. By optimizing financial strategies, Brian Powers directly contributes to the firm's ability to expand its services and geographic footprint. The Chief Financial Officer & Managing Director's responsibilities extend to guiding the financial integration of acquired entities and ensuring compliance with all financial regulations.

Brett Schneider, the Executive Vice President & Chief Financial Officer, At Wealthspire at Wealthspire Advisors, oversees the financial strategy and performance of the firm. Managing financial planning, analysis, and reporting, Schneider ensures fiscal discipline and supports strategic investment decisions. This role involves optimizing financial resources to drive firm-wide growth and profitability. By providing critical financial insights, Brett Schneider enables informed decision-making across all departments. The Executive Vice President & Chief Financial Officer's contributions are vital to maintaining the financial stability and expanding the operational capacity of Wealthspire Advisors across its extensive network.

Channing Olson, the Chief Operating Officer, Wealthspire Advisors at Wealthspire Advisors, directs the firm's day-to-day operational activities and process optimization. Overseeing business operations across all locations, Olson ensures efficient service delivery and adherence to the company's fiduciary standards. This leadership position involves streamlining workflows and enhancing operational scalability to support client growth. By implementing best practices in operational management, Channing Olson strengthens the firm's ability to provide integrated financial solutions. The Chief Operating Officer's focus remains on driving operational excellence and ensuring a consistent, high-quality client experience nationwide.

Michael Goss, the Chief Revenue Officer & President, Wealthspire Institutional at Wealthspire Advisors, drives revenue generation and business development initiatives. Overseeing sales strategies and client acquisition efforts, Goss focuses on expanding market share and enhancing client relationships. This leadership position involves identifying new growth opportunities and optimizing revenue streams across all business segments. By championing client-focused sales approaches, Michael Goss strengthens Wealthspire Advisors' market position. The Chief Revenue Officer & President's strategic direction is crucial for achieving the firm's financial objectives and broadening its institutional client base.

David Cohen, the President at Wealthspire Advisors, provides strategic leadership and guidance across key business functions. Overseeing major initiatives, Cohen ensures the firm's strategic objectives are met and its fiduciary responsibilities are upheld. This executive role involves fostering strong relationships with stakeholders and driving operational excellence. By championing the firm's core values, David Cohen reinforces Wealthspire Advisors' commitment to client success. The President's leadership is instrumental in navigating market dynamics and advancing the firm's mission of delivering comprehensive financial solutions.

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 service and internal operations. This leadership position involves evaluating emerging technologies to enhance the firm's service delivery and operational efficiency. By driving innovation in digital platforms, Steven Frampton strengthens Wealthspire Advisors' capacity to provide integrated financial planning. The Chief Technology Officer's mandate includes safeguarding client data and optimizing the technological backbone that supports the firm's nationwide reach.

Dmitriy Katsnelson, the Deputy Chief Information Officer at Wealthspire Advisors, supports the Chief Technology Officer in executing the firm's technology roadmap. Overseeing key IT initiatives, Katsnelson focuses on enhancing system performance and user experience for both clients and employees. This role involves managing project implementation and ensuring the seamless integration of new technologies. By driving operational improvements within the IT department, Dmitriy Katsnelson bolsters the firm's technological capabilities. The Deputy Chief Information Officer's efforts are critical in maintaining the integrity and efficiency of Wealthspire Advisors' digital infrastructure across its diverse operational regions.

Nataly Sogoloff, the Chief People Officer at Wealthspire Advisors, leads human capital strategy and talent management initiatives. Overseeing all aspects of employee relations, recruitment, and professional development, Sogoloff cultivates a supportive and high-performing work environment. This role involves developing programs that attract, retain, and engage top talent across the firm's diverse workforce. By fostering a strong organizational culture, Nataly Sogoloff ensures that Wealthspire Advisors remains an employer of choice. The Chief People Officer's dedication to employee well-being and growth is fundamental to the firm's continued success and expansion.

Amer Javed, the Chief Financial & Operating Officer at Wealthspire Advisors, directs both the financial operations and the day-to-day business activities of the firm. Overseeing financial planning, resource allocation, and operational efficiency, Javed ensures the seamless execution of the company's strategic goals. This dual role involves managing financial performance while optimizing operational processes across all departments. By integrating financial acumen with operational oversight, Amer Javed enhances the firm's overall effectiveness and scalability. The Chief Financial & Operating Officer's comprehensive management is critical for supporting Wealthspire Advisors' growth and client service delivery.