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Industry Leader Assumes Newly Created Role New York, January 11, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Jim DeCarlo has been named Wealthspire’s Chief Strategic Growth Officer. In this newly created role, DeCarlo will collaborate with advisors across the organization to help accelerate Wealthspire’s growth and identify strategic initiatives to expand and scale how Wealthspire serves clients. DeCarlo, based in Fulton, MD, will be repo

New York, December 21, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, is proud to announce that Gail Harris, senior vice president, has earned a prestigious designation from a prominent exit planning program. Harris earned the Business Enterprise Institute (BEI) Exit Planner (CExP™) Certification. The certification process requires the completion of nine modules of the Advanced Exit Planning Series, as well as rigorous exams and case s