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Wealthspire Advisors Names Jim DeCarlo Chief Strategic Growth Officer

Industry Leader Assumes Newly Created Role New York, January 11, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, ...

harris designation

Gail Harris, Senior Vice President, Earns Exit Planning Designation

New York, December 21, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, ...