New York, November 2, 2020 Wealthspire Advisors, an NFP company and independent investment advisor based in New York, announced today that Oliver Pursche has joined the Westport, CT office as senior vice president and advisor.

“Oliver is a great addition to Wealthspire’s senior advisor team,” said Wealthspire CEO Mike LaMena. “His extensive background in investment management, and his invaluable sales and marketing leadership, aligns with our focus on providing additional resources and support for our growing client base. Oliver’s impressive background and experience will advance our ongoing commitment to delivering tailored services and investment strategies to our broad range of clients.”

Pursche has over 25 years of experience in financial services, working with independent RIAs, regional broker dealers, small to mid-size banks and bank trust departments, and family and multi-family offices. Pursche joins Wealthspire Advisors from Bruderman Asset Management, where he served most recently as the interim chief market strategist and vice chairman of the board, and previously as CEO. While concluding his tenure at Bruderman, he simultaneously served as chief investment officer and chief market strategist at EsteV, LLC, an investment consultancy firm. He has also held leadership positions at Gary Goldberg Financial Services, Trust Company of America and Neuberger Berman.

Pursche is an experienced global macro market strategist with significant media and corporate communications experience, as well as a published author. Active in the industry and his community, he served on the Cherie Blair Foundation for Women Entrepreneurs Advisory Board, Westport Arts Center Board and Harvard Business Review Advisory Board, among others. He received his BS from Bentley University, and has taken several executive education courses at the Wharton School of the University of Pennsylvania. Pursche is an Accredited Asset Management Specialist (AAMS) and holds FINRA Series 7, 8, 24, 63 and 65 licenses.

 

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.

About NFP

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).

Visit NFP.com to discover how NFP empowers clients to meet their goals.

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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.