Leadership Overview
Wealthspire Advisors has 10 executives leading key functions including strategy, technology, finance, revenue, operations, people, and client services.
Driven by a commitment to client success, Wealthspire Advisors integrates all aspects of a client's financial life to deliver thoughtful, collaborative strategies that optimize finances and support aspirations, acting as a trusted partner to foster confidence in financial futures.
Driven by a commitment to client success, Wealthspire Advisors integrates all aspects of a client's financial life to deliver thoughtful, collaborative strategies that optimize finances and support aspirations, acting as a trusted partner to foster confidence in financial futures.
Leadership Roles at Wealthspire Advisors
Michael LaMena - Chief Executive Officer
Michael LaMena, the Chief Executive Officer at Wealthspire Advisors, directs the firm's overall strategic vision and operational execution. LaMena guides the company's expansion across its multiple office locations, ensuring alignment with the core fiduciary principles that define Wealthspire Advisors. This leadership role involves fostering a culture of collaboration and client-centricity, directly impacting the firm's ability to deliver integrated financial strategies. Overseeing all executive functions, Michael LaMena ensures that the company's growth initiatives support its mission of optimizing client finances and building confidence in their future. The Chief Executive Officer's purview extends to market positioning and long-term financial planning, solidifying Wealthspire Advisors' presence as a leading independent registered investment advisor.
Brian Powers - Chief Financial Officer & Managing Director
Brian Powers, the Chief Financial Officer & Managing Director at Wealthspire Advisors, oversees the firm's financial health and strategic fiscal planning. Powers manages all financial operations, including budgeting, forecasting, and capital allocation, ensuring the company's sustained growth and profitability across its national footprint. This critical role involves maintaining strong relationships with financial institutions and stakeholders, underpinning the firm's fiduciary commitment. Directing financial strategy, Brian Powers ensures that Wealthspire Advisors operates with maximum efficiency and fiscal responsibility. The Chief Financial Officer & Managing Director's oversight extends to risk management and compliance, safeguarding the firm's assets and supporting its mission to deliver optimized financial strategies for clients.
Brett Schneider - Executive VP & Chief Financial Officer
Brett Schneider, the Executive VP & Chief Financial Officer at Wealthspire Advisors, collaborates on the firm's financial strategy and oversees key financial reporting functions. Schneider supports the Chief Financial Officer in managing the company's fiscal operations, ensuring compliance and financial integrity across its extensive network of offices. This executive role is crucial for maintaining the financial stability that underpins Wealthspire Advisors' client-focused approach. Working in tandem with financial leadership, Brett Schneider contributes to strategic fiscal planning and resource management. The Executive VP & Chief Financial Officer's dedication to financial stewardship supports the firm's overarching goal of optimizing client finances and building lasting confidence.
Channing Olson - Chief Operating Officer, Wealthspire Advisors
Channing Olson, the Chief Operating Officer, Wealthspire Advisors at Wealthspire Advisors, directs the firm's day-to-day operational efficiency and service delivery across all office locations. Olson optimizes internal processes and workflows, ensuring seamless integration of financial planning services and client support functions nationwide. This leadership role is fundamental to upholding the firm's fiduciary standards and delivering consistent, high-quality client experiences. Managing operational scaling, Channing Olson ensures that Wealthspire Advisors can effectively serve a growing client base while maintaining its commitment to collaborative strategies. The Chief Operating Officer's focus on operational excellence directly supports the company's mission to optimize client finances and foster confidence in their financial futures.
Michael Goss - Chief Revenue Officer & President, Wealthspire Institutional
Michael Goss, the Chief Revenue Officer & President, Wealthspire Institutional at Wealthspire Advisors, drives revenue generation and expansion of the firm's institutional client services. Goss leads the sales and business development efforts, focusing on growing market share and enhancing client acquisition strategies across the United States. This executive position is pivotal in translating the firm's value proposition into tangible revenue growth and market penetration. Overseeing institutional client relationships, Michael Goss ensures that Wealthspire Advisors' collaborative strategies meet the complex needs of institutional investors. The Chief Revenue Officer & President, Wealthspire Institutional's focus on market dynamics and client engagement directly supports the company's aspiration to optimize finances and build client confidence.
David Cohen - President
David Cohen, the President at Wealthspire Advisors, contributes to the firm's strategic leadership and operational oversight across its diverse service offerings. Cohen works to ensure that the company's integrated approach to financial planning is consistently applied, supporting client aspirations and optimizing financial outcomes nationwide. This leadership position is integral to maintaining the firm's commitment to fiduciary responsibility and client partnership. Driving strategic initiatives, David Cohen supports the expansion of Wealthspire Advisors' services and market reach. The President's focus on operational synergy and client value reinforces the company's dedication to building confidence in clients' financial futures.
Eric Sontag - President, Wealthspire Private Client
Eric Sontag, the President, Wealthspire Private Client at Wealthspire Advisors, leads the firm's strategic direction and client engagement for its private client division. Sontag focuses on enhancing the client experience and expanding the firm's reach to individuals seeking comprehensive financial management across multiple states. This executive role is crucial for translating Wealthspire Advisors' fiduciary commitment into personalized, collaborative strategies for individual clients. Overseeing private client services, Eric Sontag ensures that the firm's offerings effectively optimize personal finances and support client aspirations. The President, Wealthspire Private Client's dedication to client success directly fosters confidence in their financial futures.
Steven Frampton - Chief Technology Officer
Steven Frampton, the Chief Technology Officer at Wealthspire Advisors, architects the firm's technology infrastructure and digital strategy. Frampton drives innovation in the firm's technological capabilities, ensuring robust and secure systems that support client service delivery and internal operations across all states. This executive function is critical for integrating diverse financial data and delivering seamless client experiences. Overseeing the development and implementation of new technologies, Steven Frampton enhances the firm's operational efficiency and competitive edge. The Chief Technology Officer's responsibilities include managing cybersecurity protocols and leveraging data analytics to inform strategic decisions, directly supporting Wealthspire Advisors' commitment to optimizing client finances through advanced technological solutions.
Dmitriy Katsnelson - Deputy Chief Information Officer
Dmitriy Katsnelson, the Deputy Chief Information Officer at Wealthspire Advisors, supports the Chief Technology Officer in managing the firm's information technology systems and digital infrastructure. Katsnelson plays a key part in implementing and maintaining the technological solutions that enhance client service delivery and operational efficiency across the company's national presence. This role is vital for ensuring the security and reliability of client data and internal systems. Assisting in technology strategy, Dmitriy Katsnelson contributes to the firm's ability to integrate financial planning tools and client management platforms. The Deputy Chief Information Officer's efforts directly support Wealthspire Advisors' mission to leverage technology for optimizing client finances and fostering confidence.
Nataly Sogoloff - Chief People Officer
Nataly Sogoloff, the Chief People Officer at Wealthspire Advisors, leads human capital strategy and talent management across the firm's numerous offices. Sogoloff cultivates a positive and productive work environment, focusing on attracting, developing, and retaining top talent to support the company's growth and client-centric mission. This executive function is essential for building a strong organizational culture that aligns with Wealthspire Advisors' fiduciary values. Overseeing all people operations, Nataly Sogoloff ensures that the firm's workforce is equipped to deliver exceptional service and collaborative financial strategies. The Chief People Officer's commitment to employee development directly contributes to the firm's ability to optimize client finances and build lasting confidence.
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