New York, December 21, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, is proud to announce that Kelly Baumbach, managing director, and Gail Harris, senior vice president, have earned designations from prominent exit planning programs.
Baumbach earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive four-day executive MBA-style program in Chicago. Baumbach joins an elite group of advisors who have completed the challenging four-day program. The designation requires one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a three-hour proctored exam. Baumbach, who has more than 20 years of wealth management experience, joined Wealthspire Advisors (previously Bronfman Rothschild) in 2000. Baumbach also holds a CFP® (Certified Financial Planner™) designation.
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 studies. In addition to more than 20 years in the wealth management industry, Harris’ experience includes time as a commercial banker and service as an officer in the U.S. Navy. Harris also holds her CFP® and CIMA® (Certified Investment Management Analyst) designations.
“We are very proud of Kelly’s and Gail’s commitments to enhancing their knowledge of topics that are important to our clients,” said Mike LaMena, CEO of Wealthspire Advisors. “By challenging themselves to learn and understand, Kelly and Gail gain the expertise our clients want and need. Given our collaborative framework, their achievements mean our entire organization is better positioned to serve the complex needs of privately held business owners.”
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisory firm with 12 offices in 9 states throughout the East Coast and Midwest. Our advisors value connecting all parts of clients’ financial life to deliver thoughtful, collaborative strategies to help optimize and guide their finances and goals. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner for clients to gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
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