Emily Kurisky

New York, March 21, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings, CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2022 Forbes list of America’s Top Women Wealth Advisors – Best-in-State, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office. To compile the list, Forbes and SHOOK Research

New York, March 14, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes, Ashley Iddings, Grant Ruder, and John Wolff were named top financial advisors in the DC Metro area by Washingtonian Magazine. The full list is featured in the March 2022 print edition of the magazine or can be accessed here. The Washingtonian’s 2022 Top Financial Advisor list recognizes the top financial advisors in the DC Metro area. As part of

Heather Flanagan joins as Head of Family Office Services New York, March 7, 2022 – Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Heather Flanagan has been named managing director and head of Family Office Services. In this role, Flanagan will oversee the firm’s enhanced family office service platform, as well as the firm’s trust and estate services.  “We’re thrilled to welcome Heather to our executive team,” said Eric Sontag, president and ch