Episode 3 features an interview with Trevor Rozier-Byrd, the founder and CEO of Stackwell Capital, Inc., a fintech startup that seeks to eliminate the racial wealth gap by addressing Black underinvestment in America.
Episode 2 features an interview with two leaders at FiComm Partners, an integrated communications agency serving the industry of financial advice.
Welcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.
Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced level of support in all aspects of service from assisting with portfolio management and construction to
Channing has long been an outspoken advocate for the RIA industry, helping to establish the standard for operational efficiency within tech, communications, marketing and facilities.
Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning.
After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” moment about her professional journey.
Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the US, she moved to the States, got a crash course in the language from daytime talk shows, and ultimately
Alia Wagenhoffer started her career in the industry as a financial advisor, serving clients for five years before having an "aha" moment. She was passionate about client service and finance, but also had an interest in technology
Growing up in Uzbekistan, Anora Gaudiano learned at a young age the importance of budgeting, saving, and planning.
Everyone’s journey to financial services is unique, and Heather Flanagan’s is no different. Currently the Head of Family Office Services at Wealthspire Advisors, she oversees the firm’s enhanced family office service platform as well as trust and
