Source-backed profile
Bill Bockwoldt
Managing Director, Bay Area Office Lead
WealthspireSan Rafael, California
Business owners
FIRM PROFILE
Wealthspire
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.
Financial planningInvestment managementExecutive compensationLife transitionsBusiness sale and successionEstate planningCharitable giving
8linked professional records
8researched profiles
6listed office cities
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Explore a listed citySeattle, Washington2Melville, New York1Milwaukee, Wisconsin1Red Bank, New Jersey1San Rafael, California1West Hartford, Connecticut1
Source-backed profile
Eric Bernstein
Managing Director, Advisor
WealthspireMelville, New York
Private markets
Source-backed profile
Jonathan Bernstein
Managing Director
WealthspireRed Bank, New Jersey
Business owners
Source-backed profile
Julie A. Back
Senior Vice President
WealthspireSeattle, Washington
Financial education
Source-backed profile
Marc E. Austin
Senior Vice President
WealthspireWest Hartford, Connecticut
Retirement planning
Source-backed profile
Yoni Berhane
Senior Vice President
WealthspireOffice not confirmed, Not recorded
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