Tag

In the News Archives | Page 3 of 6 | Wealthspire Advisors

Kevin Smith to Speak at InVest Digital Wealth Management Event

In the News
Kevin Smith to Speak at In|Vest Digital Wealth Management Event Rockville, MD, July 11, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Wealth Advisor Kevin Smith will participate on a panel at In|Vest 2019, the 5th annual digital wealth management event hosted by Financial Planning. The conference will be held July 16-17 in New York City. The In|Vest conference brings together more than 1,500 executives from across the wealth management community to explore innovations in digital wealth management and discuss the future of tech in the industry. This year’s event focuses on…
Read More

Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory

In the News
Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD, May 2, 2019 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced the closing of its sale to Sontag Advisory (a subsidiary of NFP Corp.). The two firms will integrate and manage a combined $11.93 billion as of March 31, 2019. Of those assets under management, $2.4 billion will be managed by Bronfman Rothschild Plan Advisors, who will be bolstered by NFP’s comprehensive retirement and corporate benefits practice. “We are excited about the integration of the two firms,” said Mike LaMena,…
Read More

Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event

In the News
New York, NY, April 25, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Senior Vice President of Investments Christopher Maxey and Managing Director John Wolff will participate at an Opportunity Zones investment event in Washington, D.C. on April 30. The event is hosted by the Chartered Alternative Investment Analyst Association (CAIA) and law firm K&L Gates. Maxey and Wolff will participate on a panel focused on bringing allocators, investors and developers together to facilitate opportunity zone investments. The panelists have expertise in a wide range of areas including real estate development, tax,…
Read More

Brion Collins to speak at Institutional Investor RIA Central Investment Forum

In the News
Delafield, WI, April 4, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Managing Director Brion Collins will participate on a panel at the Institutional Investor RIA Central Investment Forum. The Forum will take place April 17-18 at the Four Seasons Hotel in Chicago. The Institutional Investor RIA Central Investment Forum is one of three annual private forums for senior executives from independent RIAs and multi-family offices to discuss investment trends and practice management strategies to better serve their clients. Brion Collins will speak on the panel, “Moving Upmarket with Clients and Assets:…
Read More

Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews

In the News
Rockville, MD, April 1, 2019 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2019 “Best Place to Work for Financial Advisers” based on employer and employee surveys delving into everything from company culture and benefits to career paths and more. “We strive to cultivate a collaborative, dynamic culture that empowers our talented team to both grow professionally and serve their clients,” said Mike LaMena, President and Chief Operating Officer. “We’re honored to be recognized by InvestmentNews and view this as a testament to the work our entire team is doing, and a validation of our position as…
Read More

NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild

In the News
Bronfman Rothschild will be integrated with NFP’s Sontag Advisory, creating a unified firm with $10 billion of assets under management NEW YORK – March 26, 2019 – NFP Corp., a leading insurance broker and consultant and a provider of wealth management, retirement and estate planning to high net worth individual clients, announced today that it has entered into a definitive agreement to acquire wealth advisory firm Bronfman E.L. Rothschild, LP (Bronfman Rothschild). Upon the closing of the acquisition, NFP will integrate Bronfman Rothschild with Sontag Advisory LLC (Sontag), a New York-based wealth manager, investment advisor, consultant, fiduciary and subsidiary of…
Read More