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Brion Collins to speak at Institutional Investor RIA Central Investment Forum

April 4, 2019 November 11th, 2019 No Comments

Delafield, WI, April 4, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Managing Director Brion Collins will participate on a panel at the Institutional Investor RIA Central Investment Forum. The Forum will take place April 17-18 at the Four Seasons Hotel in Chicago.

The Institutional Investor RIA Central Investment Forum is one of three annual private forums for senior executives from independent RIAs and multi-family offices to discuss investment trends and practice management strategies to better serve their clients. Brion Collins will speak on the panel, “Moving Upmarket with Clients and Assets: Which Services and Investments Do RIAs Need to Maintain or Gain Marketshare?”

“It’s an honor to participate at this year’s Institutional Investor RIA Central Investment Forum,” said Collins. “At Wealthspire Advisors, we’re evaluating the financial planning services and investment strategies we offer to attract and retain clients. I look forward to engaging with my peers on this and other practice management topics throughout the event.”

Brion Collins serves as the Managing Director of Wealthspire’s Delafield, Wisconsin office. Brion works closely with business owners and executives, as well as high net worth families and individuals. Collins joined the firm in 2015 through the acquisition of Lake Country Wealth Management, where Brion had served as a managing member since 2009. Collins holds his Chartered Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter designations.

About Wealthspire Advisors

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

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Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies of NFP Corp. Securities, when offered, are offered through an affiliate, Wealthspire Capital, LLC, member FINRA/SIPC.