All posts by

Emily Kurisky

Emily serves as the Project Manager for our Marketing Team.

November 19, 2020 Eric Dostal quoted in MSN on how and when to start saving

Financial Planning

November 19, 2020 Aviva Pinto featured in JCF Report on "Bridging the Generational Divide"

Financial Planning
Wealth Transitions

November 13, 2020 Senior Vice President David Dickman to Speak at RIA Institute's Virtual Forum

New York, November 13, 2020 – David Dickman, Senior Vice President at Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, will speak at the RIA Institute’s “Re-imagining Portfolio Construction to Meet the Changing Needs of Your Clients” virtual event. It will take place on Wednesday, November 18th from 1:00 to 2:30pm EST. The 2020 RIA Institute’s virtual event will cover relevant topics such as the coronavirus and ensuing economic and market upheaval,

Press Release

November 13, 2020 Dmitriy Katsnelson discusses sustainable investing within 401(k) holdings with MarketWatch

Impact Investing
Investing
Retirement Planning

November 04, 2020 CIO Michael Moriarty interviewed by Fund Intelligence about our manager selection process

"It's impressive when a manager is confident enough to say, 'I messed up here.'" CIO Michael Moriarty spoke with Fund Intelligence about our manager selection process, fund structures, and his view on non-transparent ETFs. (paywall ahead)

Investing

November 02, 2020 Oliver Pursche Joins Wealthspire Advisors as Senior Vice President

New York, November 2, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, announced today that Oliver Pursche has joined the Westport, CT office as senior vice president and advisor. “Oliver is a great addition to Wealthspire’s senior advisor team,” said Wealthspire CEO Mike LaMena. “His extensive background in investment management, and his invaluable sales and marketing leadership, aligns with our focus on providing additional resources and suppor