Our People
Dave Scuitto
Senior Client Service Associate
Lilli Seidman
Advisor Associate
Stephanie Selbach, CFP®, ChSNC®
Assistant Vice President
Natalie Sequeira
Senior Associate, Data Operations
Liz Sforza
Senior Client Service Associate
Sneh Shah, CPA
Supervisor, Family Office Accounting
Joel Shapiro, J.D., LL.M.
Head of Wealthspire Retirement Advisory
Vicky Shi
Assistant Vice President, Client Service Manager
Joshua Shoshan, CFP®, APMA™, CEPA
Senior Vice President
Danielle Siano, MS, RD
Special Projects Manager
Carter Smith
Senior M&A Analyst
Shawn Smith
Client Service Associate
Lily Smith
Advisor Associate
Kevin Smith, CFP®
Senior Vice President
Luke Smith, CFP®, AIF®
Vice President
Karen Smith, J.D., IACCP®
Senior Vice President, Legal & Compliance