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Wealthspire Advisors Names Nine New Managing Directors

In the News
New York, April 12, 2022 – Wealthspire Advisors, an NFP company and independent investment adviser based in New York City, is pleased to announce the promotion of eight employees across the company to managing director. (Heather Flanagan also recently joined Wealthspire as managing director and head of Family Office Services.) Laura Barry, CFP®, CeFT® – Barry joined a predecessor company of the firm in 2004 as an experienced advisor and works out of the Milwaukee, WI office. She specializes in working with people undergoing life transitions, such as the sale of a business, divorce, loss of a spouse, partner or…
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forbes best in state women wealth advisors

Two Wealthspire Team Members Named to 2022 Forbes List of Best-in-State Women Wealth Advisors

In the News
New York, March 21, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings, CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2022 Forbes list of America’s Top Women Wealth Advisors – Best-in-State, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office. To compile the list, Forbes and SHOOK Research evaluate advisors with at least seven years of experience using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and…
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