Welcome StratWealth team and clients! Learn more here.

Tag

In the News Archives | Page 2 of 12 | Wealthspire | Page: 2

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,…
Read More
baumbach harris designations

Kelly Baumbach, Managing Director, and Gail Harris, Senior Vice President, Earn Prestigious Exit Planning Designations

In the News
New York, December 21, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, is proud to announce that Kelly Baumbach, managing director, and Gail Harris, senior vice president, have earned designations from prominent exit planning programs. Baumbach earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive four-day executive MBA-style program in Chicago. Baumbach joins an elite group of advisors who have completed the challenging four-day program. The designation requires one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a three-hour…
Read More