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Spearhead

1 follower

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Spearhead Capital is an innovative financial solutions firm that focuses on financial advocacy for Family Offices and Ultra High Net Worth Individuals.

Industries

Finance

Headquarters

Wellington, United States

Employees

11-50

Links

Org chart

Todd Walters
Managing Partner & Co-Founder
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Jarrett Bostwick
Partner, General Counsel & Co-Founder
Christopher Fineburg
MD, Strategic Relationships
Christopher Shepherd
MD, Wealth Management
Corey Tiller
MD, Portfolio Manager
James Hickey
MD, Alternative Strategies
Kenneth Foley
MD, Wealth Management & Strategic Partnerships
Sagar Dalal
MD, Advanced Wealth Planning
Alyson Kest
Chief Compliance Officer & Deputy General Counsel
Timothy Troutman
Chief Operating Officer
Christian Kling
Senior Advisor & ESG Specialist
Deborah Dyer
Director, Wealth Management
Mark R. Lesko
Director, Investment Services
Teresa Armel
Director, Wealth Management
Tanya Shapiro-Polzer
Executive Office Manager
Jake Glovin
Pricing Analyst

Teams

+7

Investment Strategy Team

11 people · 0 jobs

Wealth Management Operations Team

4 people · 0 jobs

Leadership Team

4 people · 0 jobs

Legal and Compliance Team

2 people · 0 jobs

Offices

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