Stacey Rosenson, Cfp®
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Stacey Rosenson, Cfp® Email & Phone Number

Senior Vice President at Wealthspire Advisors at Wealthspire Advisors
Location: New York, New York, United States 9 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Wealthspire Advisors
Role
Senior Vice President at Wealthspire Advisors
Location
New York, New York, United States
Company size
112 employees

Who is Stacey Rosenson, Cfp®? Overview

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Quick answer

Stacey Rosenson, Cfp® is listed as Senior Vice President at Wealthspire Advisors at Wealthspire Advisors, a company with 112 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Stacey Rosenson, Cfp®.

Stacey Rosenson, Cfp® previously worked as Senior Vice President at Wealthspire Advisors and Vice President at Wealthspire Advisors. Stacey Rosenson, Cfp® holds Bachelor Of Science (B.S.), Finance, 3.7 Gpa from University Of Maryland - Robert H. Smith School Of Business.

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Email format at Wealthspire Advisors

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Wealthspire Advisors

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Profile bio

About Stacey Rosenson, Cfp®

Stacey Rosenson, Cfp® is a Senior Vice President at Wealthspire Advisors at Wealthspire Advisors.

Current workplace

Stacey Rosenson, Cfp®'s current company

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Wealthspire Advisors
Wealthspire Advisors
Senior Vice President at Wealthspire Advisors
new york, new york, united states
Website
wealthspire.com
Employees
112
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Company profile
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9 roles

Stacey Rosenson, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President

Wealthspire Advisors

I work with individuals, families, and business owners to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.Wealthspire Advisors (formerly Sontag Advisory) is a wealth manager, investment advisor, consultant and fiduciary based in New York City and serving.

Mar 2022 - Mar 2024

Senior Advisor Associate

Wealthspire Advisors

In October 2019, Sontag Advisory rebranded as Wealthspire Advisors.

Oct 2019 - Jan 2020

Senior Advisor Associate

Sontag Advisory
Jun 2018 - Oct 2019

Associate Advisor

Sontag Advisory
Jan 2018 - Jun 2018
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

AL Allaire Langdon, Cfp® Allaire Langdon, Cfp® Colleague at Wealthspire Advisors Palm Beach, Florida, United States, United States View → CM Charles Meixelsperger Charles Meixelsperger Colleague at Wealthspire Advisors Greater Madison Area, United States View → MP Michael Price, Cfa Michael Price, Cfa Colleague at Wealthspire Advisors New York, New York, United States, United States View → SH Sierra Hoageson Sierra Hoageson Colleague at Wealthspire Advisors United States, United States View → PJ Pahola Jara Pahola Jara Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → JW Jenna Williams Jenna Williams Colleague at Wealthspire Advisors Madison, Wisconsin, United States, United States View → BL Brian Loy, Cfa, Cfp Brian Loy, Cfa, Cfp Colleague at Wealthspire Advisors Reno, Nevada, United States, United States View → CJ Corinne Jacob-Rath Corinne Jacob-Rath Colleague at Wealthspire Advisors Greater Richmond Region, United States View → CR Casey Riviezzo, Cfp® Casey Riviezzo, Cfp® Colleague at Wealthspire Advisors Fairfield, Connecticut, United States, United States View → NT Natalie Truty, Cfp® Natalie Truty, Cfp® Colleague at Wealthspire Advisors New York, New York, United States, United States View →
2 education records

Stacey Rosenson, Cfp® education

FAQ

Frequently asked questions about Stacey Rosenson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stacey Rosenson, Cfp® work for?

Stacey Rosenson, Cfp® works for Wealthspire Advisors.

What is Stacey Rosenson, Cfp®'s role at Wealthspire Advisors?

Stacey Rosenson, Cfp® is listed as Senior Vice President at Wealthspire Advisors at Wealthspire Advisors.

Where is Stacey Rosenson, Cfp® based?

Stacey Rosenson, Cfp® is based in New York, New York, United States while working with Wealthspire Advisors.

What companies has Stacey Rosenson, Cfp® worked for?

Stacey Rosenson, Cfp® has worked for Wealthspire Advisors, Sontag Advisory, Joel Isaacson & Co., Llc, and Ubs Private Wealth Management.

Who are Stacey Rosenson, Cfp®'s colleagues at Wealthspire Advisors?

Stacey Rosenson, Cfp®'s colleagues at Wealthspire Advisors include Allaire Langdon, Cfp®, Charles Meixelsperger, Michael Price, Cfa, Sierra Hoageson, and Pahola Jara.

How can I contact Stacey Rosenson, Cfp®?

You can use AeroLeads to view verified contact signals for Stacey Rosenson, Cfp® at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stacey Rosenson, Cfp® attend?

Stacey Rosenson, Cfp® holds Bachelor Of Science (B.S.), Finance, 3.7 Gpa from University Of Maryland - Robert H. Smith School Of Business.

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