skip to main content
Form CRS Disclosures Client Login

All posts by

Emily (Kurisky) Heikkinen

Emily serves as the Project Manager for our Marketing Team.
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

  • Press Release
October 30, 2020 Kevin Smith quoted by Grow on how to avoid common investing mistakes
  • Investing
October 29, 2020 Bill Schwartz quoted in Bloomberg on the benefits of charitable donations during election season
  • Charitable Giving
October 29, 2020 Gail Harris' insights on military financial planning featured in MoneyGeek
  • Financial Planning
October 23, 2020 Aviva Pinto interviewed by Authority Magazine on 5 things to know after divorce
  • Wealth Transitions
October 21, 2020 Aviva Pinto featured on Word of Mom Radio's Business Spotlight podcast
  • Wealth Transitions
October 16, 2020 CEO Mike LaMena interviewed on Asset TV's "Meet the RIA" podcast
October 13, 2020 CIO Michael Moriarty featured on NFP's "Insights from the Experts" podcast
  • Investing
October 09, 2020 Anora Gaudiano tells CNBC which questions CFPs are hearing from clients
October 09, 2020 Dmitriy Katsnelson quoted by Grow on why investors buy gold
  • Investing
October 06, 2020 Eric Dostal interviewed about financial planning in uncertain times on The Savvy Parent podcast
  • Financial Planning