New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City.

“We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across all the prominent impact investing themes”.

Align Impact collaborates with wealth and investment advisors to service individuals, families, and foundations seeking to align their investments with their values. Jenn Kenning, the firm’s Founder and CEO, was selected for Private Asset Management’s “50 Most Influential Women in Private Wealth” in 2016, and chosen as InvestmentNews Icon and Innovator in 2017.

Align Impact’s investment platform is comprised of leading impact investing funds within all asset classes that deliver both market-rate returns and meaningful impact. These funds can meet a broad range of investors’ objectives such as carbon emission reduction, sustainable agriculture, healthy food production, micro-lending, and gender equality.

Wealthspire Advisors CEO Mike LaMena believes that the finance industry has reached an inflection point with impact investing. “Asset managers and investors alike are exploring these options given their compelling investment theses and the desire for values-alignment”, LaMena said. He added: “With this engagement, Wealthspire Advisors is underscoring its commitment to be a premier destination for investors seeking to incorporate values and sustainable goals into their investment portfolios.”

About Wealthspire Advisors

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 13 offices in 9 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.

 


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.