Spearhead

1 follower

‌

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

Todd Walters

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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

Investment Strategy Team

11 members

Wealth Management Operations Team

4 members

Leadership Team

4 members

Legal and Compliance Team

2 members

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