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In the News Archives | Page 3 of 12 | Wealthspire | Page: 3

RIA Institute

Senior Vice President David Dickman to Speak at RIA Institute’s Virtual Forum

In the News
New York, November 13, 2020 – David Dickman, Senior Vice President at Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, will speak at the RIA Institute’s “Re-imagining Portfolio Construction to Meet the Changing Needs of Your Clients” virtual event. It will take place on Wednesday, November 18th from 1:00 to 2:30pm EST. The 2020 RIA Institute’s virtual event will cover relevant topics such as the coronavirus and ensuing economic and market upheaval, the future of portfolio construction, and long-term implications on global investments. It will consist of a panel discussion, followed by discussion breakout…
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Oliver Pursche

Oliver Pursche Joins Wealthspire Advisors as Senior Vice President

In the News
New York, November 2, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, announced today that Oliver Pursche has joined the Westport, CT office as senior vice president and advisor. “Oliver is a great addition to Wealthspire’s senior advisor team,” said Wealthspire CEO Mike LaMena. “His extensive background in investment management, and his invaluable sales and marketing leadership, aligns with our focus on providing additional resources and support for our growing client base. Oliver’s impressive background and experience will advance our ongoing commitment to delivering tailored services and investment strategies to our broad range…
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