Periscope Wealth Management Employee Directory

Periscope Wealth Management corporate office is located in 1290 Avenue of the Americas Fl 4, New York, New York, 10104, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Key Employees of Periscope Wealth Management

CL
Carolina Leppe...
Director, Operations
PhoneEmail
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Periscope Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Periscope Wealth Management

Hundreds of professionals searching for Periscope Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CL
Carolina Leppert
Email Direct
Director, Operations
United States , New York , New York

AK
Andrew Koris
Email Direct
Partner
United States , New York , New York

DR
Daniel Riso
Email Direct
Founding Partner
United States , New York , New York

JT
John Tarson
Email Direct
Advisor
United States , New York , New York

PM
Patrick McEvoy
Email Direct
Founding Partner
United States , New York , New York

DD
David DePalma
Email Direct
Certified Financial Planner
United States , New York , New York

Former Employees at Periscope Wealth Management

Explore people who held key positions, contributed to Periscope Wealth Management's success, and advanced their careers.

Sumail Morton

Enterprise Business Tr... at BlackLine Systems

Worked as Finance Intern

at Periscope Wealth Management (2018-2018)

Direct

Ethan Kaufman

Regional Sales Consult... at Cantor Fitzgerald Asse...

Worked as Financial Advisor

at Periscope Wealth Management (2024-2025)

Direct

Anisha Rao

Head of Internal at Dcivitas

Worked as Wealth Management Intern

at Periscope Wealth Management (2024-2024)

Direct

Mask Content

Partner and Managing D... at Gideon Strategic Partn...

Worked as Vice President

at Periscope Wealth Management (2018-2020)

Direct

Mask Content

Client Advisory Associ... at PathStone

Worked as Wealth Management Intern

at Periscope Wealth Management (2023-2023)

Direct

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Frequently Asked Questions Regarding Periscope Wealth Management Employees

How many employees does Periscope Wealth Management have?

Periscope Wealth Management has 1-10 employees

Who are Periscope Wealth Management key employees?

Some of Periscope Wealth Management key employees are Carolina Leppert

Where is Periscope Wealth Management located?

Periscope Wealth Management’s headquarters are located at 1290 Avenue of the Americas Fl 4, New York, New York, 10104, United States

How do I contact Periscope Wealth Management?

Periscope Wealth Management Contact Info: Phone number: (212) 951-0426 Website: www.periscopewm.com

What does Periscope Wealth Management do?

Periscope Wealth Management is transitioning into two independent advisory firms, Parion Wealth and Pointcrest Wealth, while retiring its original name. The organizational change does not affect client accounts, investments, or advisory relationships, and clients will continue to work with their existing advisors. The firm offers investment advisor... Read More

Is Periscope Wealth Management a public company?

Periscope Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Periscope Wealth Management Employees