From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.
After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” ...
Wealthspire Advisors Partners with Feeding America Eastern Wisconsin
New York, February 21, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, today announced ...
Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership
Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large ...
Wealthspire Advisors Names Channing Olson Head of Integration and Project Management
New York, February 13, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, has appointed Channing ...
Tech Savvy: How Alia Wagenhoffer shifted gears from being a financial advisor to leading fintech.
Alia Wagenhoffer started her career in the industry as a financial advisor, serving clients for five years before having an ...
Words of Wisdom: How financial reporter Anora Gaudiano shifted careers to become a financial advisor
Growing up in Uzbekistan, Anora Gaudiano learned at a young age the importance of budgeting, saving, and planning. She came ...
