Bill Bockwoldt
Managing Director, Bay Area Office Lead
San Rafael, California
Request introduction
8listed professionals
About the firm.
Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.
Listed professionals reflect directory coverage, not the firm’s total headcount. Team listings may include client-service professionals as well as advisors. Imported affiliations may have changed.
A firm is made of people.
Explore the team listings below. Filter by office state, name, or available business contact.
The professional directory
Full firm directory People listed with Wealthspire.
8 professionals
Alphabetical order
Blake Barr
Vice President
Seattle, Washington
Request introduction
Eric Bernstein
Managing Director, Advisor
Melville, New York
Request introduction
Jonathan Bernstein
Managing Director
Red Bank, New Jersey
Request introduction
Julie A. Back
Senior Vice President
Seattle, Washington
Request introduction
Laura Barry
Managing Director
Milwaukee, Wisconsin
Request introduction
Marc E. Austin
Senior Vice President
West Hartford, Connecticut
Request introduction
Yoni Berhane
Senior Vice President
Office not confirmed, Not recorded
Request introductionDirectory inclusion is informational. Imported affiliations and business contacts come from a historical source and may have changed. About the data