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In the News Archives | Wealthspire

Jan 15 2021
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Wealthspire Advisors’ Tim Hughes and Ashley Iddings Named Top Wealth Advisors by Washingtonian Magazine

In the News
New York, January 15, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes and Ashley Iddings have been named top wealth advisors in the DC Metro area by Washingtonian Magazine. The full list was featured in the December 17, 2020, issue of the magazine. The Washingtonian’s 2021 Top Wealth Advisor list recognizes the top financial advisors in the DC Metro area. After hundreds of local financial experts are surveyed for recommendations, the magazine’s staff conducts extensive research to determine the top advisors. Only nominees with the strongest recommendations are named Top Wealth…
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Jan 11 2021
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Wealthspire Advisors Names Jim DeCarlo Chief Strategic Growth Officer

In the News
Industry Leader Assumes Newly Created Role New York, January 11, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Jim DeCarlo has been named Wealthspire’s Chief Strategic Growth Officer. In this newly created role, DeCarlo will collaborate with advisors across the organization to help accelerate Wealthspire’s growth and identify strategic initiatives to expand and scale how Wealthspire serves clients. DeCarlo, based in Fulton, MD, will be reporting to Wealthspire CEO, Mike LaMena. DeCarlo’s appointment as Chief Strategic Growth Officer follows Wealthspire’s recent acquisition of StratWealth, an award-winning wealth management firm serving families and retirement plans. DeCarlo,…
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