Wealthspire Advisors Names Jonathan Connolly Head of Trust Services

New York, November 16, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, announced today that Jonathan Connolly has joined the firm’s expanding Family Office Services division. This news comes on the heels of the firm naming Heather Flanagan Director of Family Office Services. Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices.

“As we continue to expand our family office services, we are excited to add Jonathan to the executive team,” said Heather Flanagan. “He brings nearly 30 years of experience delivering trusts and estates solutions for wealthy families in need of highly complex wealth transfer tools. Jonathan is helping us build a de novo trust company to deliver the outcomes our clients need, and we are thrilled to have him on board to help lead this important effort.”

Prior to joining Wealthspire, Connolly served as Senior Vice President and Managing Director of Comerica Bank & Trust, where he oversaw the fiduciary sales, trust administration, and middle office teams across North America. Prior to Comerica, Jonathan was Executive Director and Head of Trust and Estate Solutions for UBS. He also held senior positions at RBC Trust Company of Delaware, PNC Bank, and TD Bank.
“The opportunity to grow Wealthspire’s trust services, build our own trust solution, and expand the ways our team can serve clients is truly exciting,” said Connolly. “I look forward to joining Heather and the Family Office Services team at this exciting time for the firm.”

Across its entities, Wealthspire Advisors currently oversees nearly $6 billion for ultra-high-net-worth clients of approximately $16.7 billion of assets under management across a national platform of 19 offices in 10 states.

About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit https://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 6,600 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, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).

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


Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Private Ocean, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2024 Wealthspire Advisors

Related Posts