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In the News

Align Impact

Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings

In the News
New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across all the prominent impact investing themes”. Align Impact collaborates with wealth and investment advisors to service individuals, families, and foundations seeking…
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Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors

In the News
NFP Announces New Brand Following Integration of Two Firms New York, October 30, 2019 — NFP today announced the launch of Wealthspire Advisors, representing the combined RIA of Sontag Advisory and Bronfman Rothschild. “Our new name emphasizes that we are one united firm,” said Howard Sontag, chairman of the combined firm. “The key to our future is enhancing client experiences and outcomes. Combining these two highly successful firms creates a great future for our clients and our team members.” Bronfman Rothschild was acquired by NFP in May. NFP first announced plans to acquire Bronfman Rothschild in March, noting that a new…
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Barron’s Names Wealthspire Advisors to 2019’s List of Nation’s Top RIA Firms

In the News
New York, NY, September 24, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that they have been named one of Barron’s 2019 Top 50 RIA Firms. Debuting its Top 50 RIA Firms list three years ago, Barron’s issues this ranking in recognition of the top RIA firms across the country that have grown both organically and through mergers and acquisitions. Barron’s has also expanded the list to include 50 firms this year, a reflection of the industry’s growth and rising standards. “We are honored to be included in Barron’s list this year among…
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Glen Macdonald to Moderate Panel at Opal Group’s Impact Investing Forum

In the News
New York, NY, September 23, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Managing Director Glen Macdonald will moderate a panel at Opal Group’s Annual Impact Investing Forum North. The event will be held September 23-24 in New York, NY. As part of Opal Group’s Impact Investment Series, The Annual Impact Investing Forum will bring together influencers, investors, and providers to examine many of the asset classes in the growing impact investing space. Topics such as defining impact investing, portfolio construction, asset class opportunities, and the role of the investor will be…
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