Mike LaMena
Chief Executive Officer at Wealthspire Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michael Moriarty | M | - |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 7 years |
| Greg Friedman | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 15 years |
| Justin Hult | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 15 years |
| Fred Dopfel | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | - |
| Kevin Charles Kosgard | M | - |
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 11 years |
| Michael Price | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 15 years |
| Bill Schwartz | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 9 years |
| Richard Alan Stone | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 15 years |
| Dmitriy Katsnelson | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 9 years |
| Howard Vaughn Sontag | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 29 years |
| Eric Matthew Sontag | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 15 years |
| Michael Nicholas Delgass | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 19 years |
| Donna Levy-Leroy | F | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 24 years |
| Frank Joseph Jones | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | - |
| Jay Michael Weinstein | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 9 years |
| Craig Michael Fasano | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 21 years |
| Zachary Hunter Gering | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 12 years |
| Tim Curley | M | - |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | 14 years |
| Christine Brueschke | F | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 1 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jim Zink | M | - |
University of Notre Dame
| 5 years |
| Michael J. Messaglia | M | - |
University of Notre Dame
| 7 years |
| Adam K. Spahn | M | - |
University of Notre Dame
| 4 years |
| Andrew Marsh | M | 52 |
University of Notre Dame
| 4 years |
| Michael Stanis | M | - |
University of Notre Dame
| 4 years |
| Faustina Pereira | M | - |
University of Notre Dame
| 3 years |
| R. Meyer | M | - |
University of Notre Dame
| 4 years |
| Melinda Lindland | F | - |
University of Notre Dame
| 4 years |
| Paul Charles Herbert | M | - |
University of Notre Dame
| 4 years |
| Patrick T. Egan | M | 54 |
University of Notre Dame
| 4 years |
| Peter Murphy Brown | M | - |
University of Notre Dame
| 3 years |
| Christopher J. Martin | M | - |
University of Notre Dame
| 4 years |
| Dan Lee | M | - |
University of Notre Dame
| 4 years |
| Brian A. Dominic | M | - |
University of Notre Dame
| 4 years |
| Jim E. Sexton | M | - |
University of Notre Dame
| 4 years |
| John Graziani | M | - |
University of Notre Dame
| 4 years |
| Seth David Miller | M | - |
University of Notre Dame
| 4 years |
| Darin B. Schmalz | M | - |
University of Notre Dame
| 4 years |
| John Grafer | M | 54 |
University of Notre Dame
| 4 years |
| Joe Scalise | M | - |
University of Notre Dame
| 4 years |
| Thomas Mullarkey | M | - |
University of Notre Dame
| 4 years |
| Joe Hand | M | - |
University of Notre Dame
| 4 years |
| Victor Cuciniello | M | - |
University of Notre Dame
| 1 years |
| Michael Chiaravalloti | M | - |
University of Notre Dame
| 4 years |
| Brian Doherty | M | - |
University of Notre Dame
| 4 years |
| Johanna McCarthy | F | - |
University of Notre Dame
| 4 years |
| Chris Scherzinger | M | 54 |
University of Notre Dame
| 4 years |
| James Bauersmith | M | - |
University of Notre Dame
| 4 years |
| Richard Traynor | M | 53 |
University of Notre Dame
| 4 years |
| Rakesh Patel | M | 50 |
University of Notre Dame
| 4 years |
| Kimberly Ryan | F | - |
University of Notre Dame
| 4 years |
| Bryce T. Seki | M | 47 |
University of Notre Dame
| 4 years |
| Andrew Campbell | M | - |
University of Notre Dame
| 4 years |
| Joseph Blanco | M | 53 |
University of Notre Dame
| 4 years |
| John Sebastian | M | - |
University of Notre Dame
| 4 years |
| Matthew J O'Connor | M | - |
University of Notre Dame
| 4 years |
| Michael J. Stanley | M | - |
University of Notre Dame
| 4 years |
| Patrick James Brennan | M | - |
University of Notre Dame
| 4 years |
| Greg Leonberger | M | - |
University of Notre Dame
| 4 years |
| Joseph S. Burkhart | M | - |
University of Notre Dame
| 4 years |
| Brian Pears | M | - |
University of Notre Dame
| 4 years |
| Peter J. Bottini | M | 54 |
University of Notre Dame
| 4 years |
| Jeff W. Burgis | M | - |
University of Notre Dame
| 4 years |
| Vladimir Shmatovich | M | 60 |
University of Notre Dame
| 2 years |
| Ryan Baker | M | - |
University of Notre Dame
| 4 years |
| Brooks Boyer | M | - |
University of Notre Dame
| 4 years |
| Greg M. Long | M | - |
University of Notre Dame
| 4 years |
| Tom Michael Roderick | M | - |
University of Notre Dame
| 4 years |
| Jason B. Moskowitz | M | - |
University of Notre Dame
| 4 years |
| David Tarantino | M | - |
University of Notre Dame
| 4 years |
| Al Otero | M | - |
University of Notre Dame
| 2 years |
| Michael Rost | M | 49 |
University of Notre Dame
| 4 years |
| Chris Zepf | M | 52 |
University of Notre Dame
| 4 years |
| Michael J. Caputo | M | - |
University of Notre Dame
| 4 years |
| Michael W. Shrekgast | M | - |
University of Notre Dame
| 4 years |
| Bob Mitchell | M | - |
University of Notre Dame
| 4 years |
| Andy W. Hubregsen | M | - |
University of Notre Dame
| 2 years |
| John Arlotta | M | 74 |
University of Notre Dame
| 4 years |
| Stephen N. Cannon | M | 56 |
University of Notre Dame
| 5 years |
| Colton J. King | M | - |
University of Notre Dame
| 4 years |
| Paul Cifelli | M | - |
University of Notre Dame
| 4 years |
| John S. Evans | M | - |
University of Notre Dame
| 4 years |
| Edouard C. LeFevre | M | - |
University of Notre Dame
| 4 years |
| Christopher Bopst | M | - |
University of Notre Dame
| 3 years |
| John Murphy | M | - |
University of Notre Dame
| 4 years |
| Sean T. Klimczak | M | 47 |
University of Notre Dame
| 4 years |
| Jeremy Joseph Joyce | M | - |
University of Notre Dame
| 4 years |
| William Christian Dauphinais | M | - |
University of Notre Dame
| 4 years |
| Rick A. Eustice | M | - |
University of Notre Dame
| 2 years |
| Benjamin T. Harries | M | - |
University of Notre Dame
| 4 years |
| Mike Schmiedeler | M | - |
University of Notre Dame
| 4 years |
| Jim Farrell | M | - |
University of Notre Dame
| 4 years |
| T. C. Fleming | M | - |
University of Notre Dame
| 4 years |
| Mark T. Bettencourt | M | - |
University of Notre Dame
| 4 years |
| Kevin P. Keefe | M | - |
University of Notre Dame
| 4 years |
| Kenneth Kennedy | M | 54 |
University of Notre Dame
| 4 years |
| Bridget Weishaar | F | - |
University of Notre Dame
| 4 years |
| Sean Cantwell | M | - |
University of Notre Dame
| 4 years |
| Anita L. Chapdelaine | F | - |
University of Notre Dame
| 4 years |
| Robert Piconi | M | 53 |
University of Notre Dame
| 4 years |
| Michael Loftis | M | - |
University of Notre Dame
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Mike LaMena
- Personal Network
