WealthSpire Advisors

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Nicholas Kapelewski is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, The Hartford Investment Management Company, and USI Insurance, among others. Prior to his advisory roles, he was employed in education and entertainment sectors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office support. The firm utilizes a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Benjamin Sullivan is a financial advisor at Wealthspire Advisors in New York, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2020, following a role at Beacon Bridge Wealth Partners. Prior to his financial career, he was involved in education at both the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a variety of investment vehicles alongside ongoing due diligence.

Kirstin Griffin is a Series 65 licensed financial advisor at WealthSpire Advisors with 21 years of industry experience. She has worked at Sage Financial Advisors, Inc. since 2003. WealthSpire Advisors serves a broad mix of clients, including individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management and financial planning services. The firm emphasizes a relationship-driven process and diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Michael Mangels is a CFP® professional with 13 years of industry experience. He has worked at Wealthspire Advisors since 2024 and previously spent 13 years at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Cindy Duan is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation. She joined Wealthspire Advisors in 2025 and has prior experience at GlaxoSmithKline and ZS Associates. Cindy also spent time as a homemaker and was a student at The Wharton School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and offers comprehensive wealth management and trust administration services.

Brion Collins is a CFP® with 27 years of industry experience, currently with Wealthspire Advisors since 2022. He previously worked at Wealthspire Capital, LLC and Wealthspire Advisors during earlier periods totaling over a decade. Wealthspire Advisors serves a diverse range of clients including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment process with diversified, institutional-style asset allocation.

Spencer Friedman is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. His background also includes roles with SportsGrid and the University of Maryland Alumni Association. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various asset classes and ongoing portfolio reviews.

Wyatt Reksten is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Wealthspire Advisors, he worked in education at both the university and secondary school levels for a combined ten years. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio reviews.

Juliette Williams is a financial advisor at Wealthspire Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2015. Outside of her advisory role, she is employed as a client support coordinator at Bronfman E.L. Rothschild, LP. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven approach with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Lauren Rathsack is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Prior to joining Wealthspire Advisors in 2025, she worked at Janney Montgomery Scott and InFocus Financial Advisors. She is involved with the Baltimore Estate Planning Council. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a customized, relationship-driven approach with institutional-style asset allocation and utilizes a variety of investment vehicles and third-party platforms to manage client portfolios.

Tierney Henderson is a financial advisor at Wealthspire Advisors with a Series 65 designation and three years of industry experience. Prior to joining Wealthspire Advisors, Henderson worked as a freelance film producer for five years and served with AmeriCorps. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across a range of portfolio guidelines.

James Eichelberger is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. He has been with Wealthspire Advisors since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Justin Detray is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and previously worked at Private Ocean for 11 years before joining Wealthspire Advisors in 2024. Outside of his advisory role, he co-owns Skynet Futures LLC, which operates an automated trading system developed with his brother. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, emphasizing diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.