New York, November 13, 2020 – David Dickman, Senior Vice President at Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, will speak at the RIA Institute’s “Re-imagining Portfolio Construction to Meet the Changing Needs of Your Clients” virtual event. It will take place on Wednesday, November 18th from 1:00 to 2:30pm EST.
The 2020 RIA Institute’s virtual event will cover relevant topics such as the coronavirus and ensuing economic and market upheaval, the future of portfolio construction, and long-term implications on global investments. It will consist of a panel discussion, followed by discussion breakout rooms and a moderated Q&A. Dickman will facilitate one of the breakout discussions with a small group of delegates and discuss the key takeaways on the mainstage after the engagement session.
Dickman serves as Senior Vice President at Wealthspire Advisors in the Potomac, MD office. He specializes in financial planning, investment management advising, and providing individualized wealth management solutions. He has over 15 years of experience in the financial industry.
More information about the virtual forum can be found here.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisory firm with 13 offices in 9 states throughout the Northeast, Mid-Atlantic, 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.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,700 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 6th largest US-based privately owned broker, and 8th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).
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