Deals & People December 9, 2025

Wealthspire Names 9 Executives

Among the new appointments joining the previously announced CEO and president are Mike Goss and Brad Long of Fiducient Advisors.

Reported by

Wealthspire Advisors LLC announced Tuesday the appointment of its executive leadership team to guide the firm’s next phase of integration and growth.

Mike Goss will serve as both the chief revenue officer and president of Wealthspire Institutional, which includes Wealthspire Retirement Advisory, according to the statement. As CRO, he will focus on strategy across private wealth, institutional advisory, retirement solutions and business management.

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Wealthspire was from the five NFP Corp. wealth businesses that Madison Dearborn Partners LLC from Aon PLC. At the time of the September sale, the firm announced the appointments of Mike LaMena as CEO and Carl Nelson as president.

Brad Long will serve as chief investment officer to lead integrated investments. He is responsible for driving investment philosophy, portfolio construction and manager research, according to the announcement. Goss and Long both held roles at Fiducient Advisors, one of the acquired NFP Corp. businesses.

Most other executives came from NFP, including Brent Perkel, head of corporate development, who will oversee strategic initiatives, partnerships and enterprise planning, and Chris DiMeo, head of mergers and acquisitions, who will lead the firm’s strategy on acquisitions and integrations and will build and execute an M&A pipeline.

The other appointed executives are:

  • Brett Schneider, chief financial officer, who will oversee financial strategy, reporting, capital allocation and performance management;
  • Veronica Moo, general counsel, who will lead legal, regulatory and governance matters;
  • Nataly Sogoloff, chief people officer, who will head culture, talent development and people systems;
  • Steve Frampton, chief technology officer, who will lead platform modernization, data strategy, cybersecurity and adviser and client technology enablement; and
  • Angela Giombetti, chief marketing officer, who will drive brand strategy, leading generation and communication across stakeholders, and who arrives from the Mais La Collaborative.

“These appointments align our leadership bench with the scale and ambition of the firm we are building,” LaMena said in a statement.

Wealthspire has more than 1,200 employees across more than 40 offices and had $580 billion in assets under management or advisement as of September 30, per the company website.

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