Press Release Archives | Wealthspire

New York, April 5, 2021 – 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 2021 Forbes Top Women Wealth Advisors List, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office. In compiling the list, Forbes evaluates advisors using an algorithm supported by qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology…

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,…

New York, December 21, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, is proud to announce that Gail Harris, senior vice president, has earned a prestigious designation from a prominent exit planning program. Harris earned the Business Enterprise Institute (BEI) Exit Planner (CExP™) Certification. The certification process requires the completion of nine modules of the Advanced Exit Planning Series, as well as rigorous exams and case studies. In addition to more than 20 years in the wealth management industry, Harris’ experience includes time as a commercial banker and service as an officer in…

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…

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…