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New York, February 13, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, has appointed Channing Olson as Head of Integration and Project Management. Olson will oversee the integration of firms that join Wealthspire Advisors. Additionally, she will manage strategic initiatives and projects and elevate communication throughout the entire firm. Olson has direct experience with Wealthspire's integration process, having joined from an acquired firm, Priva

New York, January 17, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, has appointed Jandy Rowe to lead its client services. As Head of Client Service, Rowe will oversee the ongoing design and execution of the overall client service experience. “Delivering on exceptional client service is at the core of what we do and a primary driver of our success and growth,” said Eric Sontag, Wealthspire's President & Chief Operating Officer. “Jandy is a pro