Wealthspire Advisors Executive and Leadership Team

Michael LaMena, the Chief Executive Officer at Wealthspire Advisors, directs the firm's overarching strategic vision and fiduciary commitment. Overseeing the integration of comprehensive financial planning services, the Chief Executive Officer ensures that every client receives collaborative, high-touch wealth management solutions. LaMena drives the expansion of the firm's footprint across the Northeast, Mid-Atlantic, Midwest, and West Coast, maintaining operational excellence within a complex regulatory environment. By aligning internal resources with the evolving needs of high-net-worth individuals, the Chief Executive Officer fosters a culture of transparency and long-term value creation. Michael LaMena maintains constant communication with the Board to refine business objectives and support sustainable growth. Through this leadership, the firm secures its position as a premier independent registered investment advisor, consistently delivering sophisticated financial guidance that empowers clients to achieve their unique aspirations while navigating diverse economic landscapes.

Brian Powers, the Chief Financial Officer & Managing Director at Wealthspire Advisors, directs the firm's financial planning, reporting, and capital management. The Chief Financial Officer & Managing Director architects fiscal strategies that support the firm's growth and ensure long-term stability. Powers oversees the budgeting process, financial analysis, and regulatory compliance, providing the executive team with the insights necessary to make informed business decisions. By managing the firm's financial health, the Chief Financial Officer & Managing Director ensures that resources are allocated effectively to support the firm's fiduciary mission and collaborative service model. Brian Powers collaborates with other senior leaders to evaluate investment opportunities and manage operational risks. This leadership role involves overseeing the firm's financial infrastructure and maintaining transparency with stakeholders. Through disciplined financial management and a focus on strategic resource allocation, Powers ensures that the firm remains a stable and reliable partner for its clients.

Elizabeth Pizzinato, the Chief Marketing Officer at Wealthspire Advisors, directs the firm's brand strategy and market positioning. The Chief Marketing Officer architects comprehensive communication campaigns that highlight the firm's fiduciary commitment and collaborative approach to wealth management. Pizzinato oversees the development of digital and traditional marketing channels, ensuring that the firm's message reaches target audiences across the Northeast, Mid-Atlantic, Midwest, and West Coast. By analyzing market trends and client feedback, the Chief Marketing Officer refines the firm's value proposition to maintain a competitive edge. Elizabeth Pizzinato collaborates with the executive team to align marketing initiatives with overall business growth objectives. This leadership role involves managing brand identity and fostering trust with current and prospective clients. Through strategic storytelling and data-driven outreach, Pizzinato ensures that the firm's reputation as a premier independent registered investment advisor remains strong and consistent across all regional markets.

Steven Frampton, the Chief Technology Officer at Wealthspire Advisors, directs the firm's digital infrastructure and cybersecurity initiatives. The Chief Technology Officer architects scalable technology solutions that support the firm's fiduciary services and collaborative wealth management model. Frampton oversees the implementation of advanced financial planning software and data analytics platforms, ensuring that advisors have the tools necessary to deliver precise, timely advice. By managing the firm's technology roadmap, the Chief Technology Officer drives operational efficiency and enhances the security of client information across all regional offices. Steven Frampton collaborates with other C-suite leaders to integrate new technologies that improve the overall client experience. This leadership role involves overseeing IT operations and ensuring compliance with industry standards. Through continuous innovation and a focus on robust system architecture, Frampton ensures that the firm's technological capabilities remain a key driver of growth and client satisfaction.

Michael Goss, the Chief Revenue Officer at Wealthspire Advisors, directs the firm's revenue growth strategies and business development efforts. The Chief Revenue Officer architects programs to expand the firm's client base, focusing on high-net-worth individuals and institutional partners across the country. Goss oversees the sales pipeline and manages relationships with key referral sources, ensuring a steady influx of new business. By analyzing revenue streams and market opportunities, the Chief Revenue Officer identifies areas for growth and implements strategies to capture additional market share. Michael Goss collaborates with the executive team to align sales targets with the firm's fiduciary mission and long-term financial goals. This leadership role involves mentoring the business development team and fostering a culture of performance and accountability. Through strategic planning and a focus on sustainable revenue generation, Goss ensures that the firm remains financially robust and well-positioned for future expansion.

Timothy Hughes, the Managing Director at Wealthspire Advisors, oversees the delivery of bespoke investment advisory services within the Northeast region. The Managing Director architects complex portfolio strategies that align with the firm's fiduciary standards, ensuring that every client receives personalized attention. Hughes manages the day-to-day operations of regional teams, driving efficiency and maintaining high service quality across the firm's diverse client base. By collaborating with other senior leaders, the Managing Director optimizes the integration of financial planning and investment management to support client goals. Timothy Hughes monitors market trends to adjust asset allocation models, providing stability and growth for portfolios under management. This leadership role involves mentoring junior advisors and fostering a collaborative environment that prioritizes client success. Through rigorous analysis and strategic oversight, Hughes ensures that the firm's regional operations remain competitive and responsive to the shifting financial needs of the modern investor.

Michael Vanderburgh, the Managing Director at Wealthspire Advisors, leads the firm's strategic initiatives across the Mid-Atlantic market. The Managing Director focuses on scaling the firm's wealth management platform, ensuring that collaborative strategies reach a broader client base while maintaining the highest fiduciary standards. Vanderburgh oversees the implementation of advanced financial planning tools, enabling advisors to provide comprehensive support for complex client needs. By coordinating with the executive team, the Managing Director drives operational improvements that enhance the overall client experience. Michael Vanderburgh manages regional growth efforts, identifying opportunities to expand the firm's presence and influence. This leadership role requires deep expertise in investment consulting and a commitment to the firm's mission of helping clients gain confidence in their financial futures. Through disciplined management and a focus on long-term outcomes, Vanderburgh ensures that the firm's services remain both accessible and highly effective for diverse financial profiles.

Peter Churchill, the Managing Director at Wealthspire Advisors, directs the firm's investment consulting operations throughout the Midwest. The Managing Director architects robust financial strategies that integrate tax planning, estate management, and investment allocation to support client aspirations. Churchill oversees the performance of regional advisory teams, ensuring that every interaction reflects the firm's fiduciary commitment. By analyzing market data and economic indicators, the Managing Director provides actionable insights that drive portfolio growth and risk mitigation. Peter Churchill collaborates with other senior leaders to refine the firm's service model, ensuring consistency and excellence across all client engagements. This leadership role involves managing high-value relationships and fostering a culture of continuous improvement. Through strategic oversight of regional assets, Churchill ensures that the firm's investment philosophy remains aligned with the long-term goals of clients, ultimately securing the firm's reputation as a trusted partner in the financial services industry.

Greg Allan, the Managing Director at Wealthspire Advisors, leads the firm's expansion and operational strategy on the West Coast. The Managing Director focuses on building strong client relationships and delivering tailored wealth management solutions that address the unique financial challenges of the region. Allan oversees the integration of the firm's collaborative strategy model, ensuring that every client receives holistic advice that spans investment management and financial planning. By driving regional growth initiatives, the Managing Director expands the firm's market share and strengthens its competitive position. Greg Allan collaborates with the executive team to implement best practices that enhance operational efficiency and service delivery. This leadership role requires a deep understanding of market dynamics and a commitment to the firm's fiduciary mission. Through proactive management and a focus on client-centric outcomes, Allan ensures that the firm's West Coast operations provide exceptional value and support for all clients.

David Cole, the Managing Director at Wealthspire Advisors, oversees the firm's specialized consulting services for institutional and high-net-worth clients. The Managing Director architects sophisticated investment frameworks that align with the firm's fiduciary mandate, ensuring that complex financial needs receive expert attention. Cole manages the development of proprietary research and analytical tools, providing advisors with the resources necessary to deliver superior client outcomes. By coordinating with the broader leadership team, the Managing Director drives the firm's commitment to collaborative strategy and holistic financial planning. David Cole monitors the performance of regional portfolios, implementing adjustments that optimize risk-adjusted returns. This leadership role involves managing key stakeholder relationships and ensuring that the firm's service model remains at the forefront of the industry. Through disciplined oversight and a focus on strategic growth, Cole ensures that the firm continues to provide high-quality, reliable financial guidance to its diverse client base.