Wealthspire Advisors Executive and Leadership Team

Brian Powers, the Chief Financial Officer & Managing Director at Wealthspire Advisors, directs the firm's overall financial planning, budgeting, and capital allocation strategies. Powers oversees the financial reporting processes and ensures compliance with regulatory requirements across all operating regions. As a Managing Director, the Chief Financial Officer & Managing Director collaborates with the executive team to evaluate investment opportunities and assess the financial impact of strategic initiatives. Brian Powers drives the firm's fiscal health by monitoring profitability and managing operational expenses. This leadership role involves providing the financial insights necessary to support the firm's long-term growth and fiduciary commitments. By maintaining rigorous financial oversight, the Chief Financial Officer & Managing Director ensures that the firm remains stable and well-positioned to deliver thoughtful, integrated financial strategies to clients, ultimately supporting the organization's mission of fostering long-term financial confidence.

Brett Schneider, the Executive Vice President & Chief Financial Officer, At Wealthspire at Wealthspire Advisors, directs the firm's corporate finance functions and long-term capital strategy. Schneider oversees the treasury operations, tax planning, and financial risk management frameworks that underpin the firm's fiduciary activities. The Executive Vice President & Chief Financial Officer, At Wealthspire collaborates with the board and executive leadership to drive organizational growth and ensure the firm's financial resilience. Brett Schneider manages the integration of financial systems across newly acquired offices and existing locations. This leadership role involves analyzing market trends to inform strategic decision-making and resource allocation. By maintaining a strong balance sheet and transparent financial reporting, the Executive Vice President & Chief Financial Officer, At Wealthspire supports the firm's mission of providing collaborative, high-quality financial advice that helps clients achieve their aspirations and secure their financial futures.

Channing Olson, the Chief Operating Officer, Private Client at Wealthspire Advisors, directs the operational workflows specifically tailored to the firm's private client segment. Olson oversees the day-to-day execution of service delivery, ensuring that every client interaction aligns with the firm's fiduciary standards. The Chief Operating Officer, Private Client manages the internal processes that support the integration of financial planning, investment management, and consulting services. Channing Olson drives operational efficiency by refining service models and implementing best practices across all offices. This leadership role involves collaborating with the broader executive team to ensure that private client needs remain at the center of the firm's strategic focus. By optimizing resource allocation and service quality, the Chief Operating Officer, Private Client supports the firm's mission of helping individuals achieve financial confidence through personalized, collaborative strategies and ongoing partnership.

Elizabeth Pizzinato, the Chief Marketing Officer at Wealthspire Advisors, architects the firm's brand identity and communication strategy across all national markets. Pizzinato directs the development of marketing campaigns that highlight the firm's fiduciary value proposition and collaborative financial planning services. The Chief Marketing Officer oversees digital presence, client engagement initiatives, and public relations efforts to strengthen the firm's market position. Elizabeth Pizzinato collaborates with regional leadership to ensure consistent messaging that resonates with diverse client demographics. By analyzing market data, the Chief Marketing Officer identifies emerging trends that inform the firm's outreach and growth strategies. This leadership role involves managing the firm's reputation and ensuring that all communications reflect the core mission of providing thoughtful, integrated financial advice. Through strategic brand positioning, Pizzinato drives awareness and supports the firm's objective of becoming the preferred partner for individuals seeking financial confidence.

Steven Frampton, the Chief Technology Officer at Wealthspire Advisors, directs the firm's digital infrastructure and cybersecurity protocols to protect sensitive client data. Frampton oversees the integration of advanced financial planning software and reporting tools that enable advisors to deliver precise, data-driven strategies. The Chief Technology Officer manages the firm's technological roadmap, ensuring that all systems support the collaborative nature of the fiduciary business model. Steven Frampton drives innovation by implementing scalable solutions that streamline internal operations and enhance the client experience across all regional offices. This leadership role involves close coordination with the executive team to align technology investments with long-term growth objectives. By maintaining a robust and secure digital environment, the Chief Technology Officer ensures that the firm remains at the forefront of financial technology, ultimately supporting the mission of providing reliable and accessible financial guidance to every client.

Michael Goss, the Chief Revenue Officer at Wealthspire Advisors, drives the firm's growth strategy and revenue generation across all service lines. Goss oversees the business development teams, focusing on expanding the client base and increasing market share in key regions. The Chief Revenue Officer coordinates with regional managing directors to identify new opportunities for service integration and cross-selling of financial planning solutions. Michael Goss analyzes revenue streams and performance metrics to optimize the firm's financial health and ensure sustainable growth. This leadership role involves developing incentive structures that align advisor performance with the firm's fiduciary mission. By fostering a culture of growth and excellence, the Chief Revenue Officer ensures that the firm continues to attract and retain clients who value thoughtful, collaborative financial strategies. Through strategic planning and execution, Goss secures the firm's competitive advantage in the independent investment advisory landscape.

Nataly Sogoloff, the Chief People Officer at Wealthspire Advisors, directs the firm's human capital strategy, including talent acquisition, professional development, and organizational culture. Sogoloff oversees the initiatives that attract and retain top-tier financial advisors and support staff who embody the firm's fiduciary values. The Chief People Officer manages performance management systems and employee engagement programs to ensure a high-performing, collaborative work environment. Nataly Sogoloff drives the firm's commitment to diversity and inclusion, fostering a workplace that reflects the diverse needs of the clients served. This leadership role involves aligning human resources policies with the firm's strategic goals to support long-term growth. By cultivating a culture of excellence and continuous learning, the Chief People Officer ensures that the firm remains a destination for talent, ultimately enabling the delivery of thoughtful, integrated financial strategies to every client.

Zachary Gering, the Managing Director at Wealthspire Advisors, directs high-level investment strategies across the Northeast and Mid-Atlantic regions. Gering oversees the firm's fiduciary standards, ensuring that every client receives comprehensive financial planning tailored to individual aspirations. By coordinating with internal wealth management teams, the Managing Director maintains rigorous oversight of portfolio performance and asset allocation. Zachary Gering drives the expansion of the firm's footprint by identifying new market opportunities and fostering deep client relationships. This leadership role involves constant monitoring of economic shifts to protect client interests. Through the implementation of collaborative financial models, the Managing Director secures the firm's reputation as a premier independent advisor. Gering consistently aligns operational output with the overarching mission of providing thoughtful, integrated financial guidance to every household served by the organization.

Charles Scarallo, the Managing Director at Wealthspire Advisors, manages complex client portfolios and drives strategic growth initiatives throughout the Midwest and West Coast. Scarallo focuses on the integration of tax-efficient investment strategies and long-term wealth preservation techniques. As a senior leader, the Managing Director collaborates with internal consultants to refine the firm's fiduciary approach, ensuring that all financial advice remains objective and client-centric. Charles Scarallo oversees the development of specialized service offerings that address the unique needs of high-net-worth individuals. By optimizing internal workflows, the Managing Director enhances the efficiency of service delivery across multiple offices. This role requires constant engagement with market trends to provide actionable insights for clients. Through disciplined management, Scarallo supports the firm's commitment to helping clients gain confidence in their financial futures while maintaining the highest standards of professional integrity.

Amer Javed, the Chief Financial & Operating Officer at Wealthspire Advisors, directs the intersection of financial management and operational execution across the firm's national footprint. Javed oversees the streamlining of business processes to ensure that financial planning services are delivered with maximum efficiency and consistency. The Chief Financial & Operating Officer manages the firm's operational infrastructure, including the integration of technology and administrative support systems. Amer Javed drives the implementation of strategic initiatives that enhance the firm's ability to provide collaborative, fiduciary-based advice. This leadership role involves coordinating with regional teams to optimize performance and maintain high standards of service quality. By balancing fiscal responsibility with operational agility, the Chief Financial & Operating Officer ensures that the firm remains well-equipped to support client aspirations and navigate the complexities of the financial landscape, reinforcing the firm's commitment to long-term financial confidence.