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Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event

April 25, 2019 November 11th, 2019 No Comments

New York, NY, April 25, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Senior Vice President of Investments Christopher Maxey and Managing Director John Wolff will participate at an Opportunity Zones investment event in Washington, D.C. on April 30. The event is hosted by the Chartered Alternative Investment Analyst Association (CAIA) and law firm K&L Gates.

Maxey and Wolff will participate on a panel focused on bringing allocators, investors and developers together to facilitate opportunity zone investments. The panelists have expertise in a wide range of areas including real estate development, tax, legal, financial planning and investing.

“We’ve been closely following Opportunity Zone investments as a potential investment strategy for clients of Wealthspire Advisors,” said Maxey. “As evidenced by the wide range of industries and experts involved at this event, there are several nuances and complexities to Opportunity Zones that we—and our clients—need to thoroughly consider in determining investment suitability based on the clients’ long-term investment goals.”

“We look forward to lending our perspectives and learning from the other panelists at what should be an interesting and educational event,” added Wolff.

Opportunity Zone investments direct capital to economically-distressed communities and can provide compelling tax incentives to investors. To learn more about Opportunity Zones, please read our article, “Opportunity Zones: Tax-Advantaged Investments to Bring Capital to Disadvantaged Communities” at www.belr.com.

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.