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Press Release Archives - Wealthspire Advisors

Nov 14 2019
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Align Impact

Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings

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New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across all the prominent impact investing themes”. Align Impact collaborates with wealth and investment advisors to service individuals, families, and foundations seeking…
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Oct 30 2019
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Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors

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NFP Announces New Brand Following Integration of Two Firms New York, October 30, 2019 — NFP today announced the launch of Wealthspire Advisors, representing the combined RIA of Sontag Advisory and Bronfman Rothschild. “Our new name emphasizes that we are one united firm,” said Howard Sontag, chairman of the combined firm. “The key to our future is enhancing client experiences and outcomes. Combining these two highly successful firms creates a great future for our clients and our team members.” Bronfman Rothschild was acquired by NFP in May. NFP first announced plans to acquire Bronfman Rothschild in March, noting that a new…
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Sep 25 2019
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Barron’s Names Wealthspire Advisors to 2019’s List of Nation’s Top RIA Firms

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New York, NY, September 24, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that they have been named one of Barron’s 2019 Top 50 RIA Firms. Debuting its Top 50 RIA Firms list three years ago, Barron’s issues this ranking in recognition of the top RIA firms across the country that have grown both organically and through mergers and acquisitions. Barron’s has also expanded the list to include 50 firms this year, a reflection of the industry’s growth and rising standards. “We are honored to be included in Barron’s list this year among…
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Sep 23 2019
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Glen Macdonald to Moderate Panel at Opal Group’s Impact Investing Forum

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New York, NY, September 23, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Managing Director Glen Macdonald will moderate a panel at Opal Group’s Annual Impact Investing Forum North. The event will be held September 23-24 in New York, NY. As part of Opal Group’s Impact Investment Series, The Annual Impact Investing Forum will bring together influencers, investors, and providers to examine many of the asset classes in the growing impact investing space. Topics such as defining impact investing, portfolio construction, asset class opportunities, and the role of the investor will be…
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Aug 02 2019
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Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team

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Rockville, MD, August 2, 2019 — Wealthspire Advisors predecessor Bronfman Rothschild, an independent investment advisor based in New York, NY, announced today that John Montgomery has joined the firm as a special consultant. Montgomery will work closely with advisors based in the Reston, VA and Rockville, MD offices to assist with ongoing client relationship management, business development efforts, and special projects. “John brings more than 40 years of industry expertise to our team. His knowledge of financial markets and investments and his passion for helping clients reach their goals and objectives will enable us to better serve clients and grow…
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Jul 23 2019
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Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey

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New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it was ranked #53 in Financial Advisor Magazine’s 2019 RIA Ranking. The annual report ranks registered investment advisors (RIAs) based on percentage of growth in assets under management (AUM) from the previous calendar year. It is the premier industry ranking for independent RIA growth. To be eligible, advisory firms must be registered as RIAs, file their own Form ADV statement with the SEC, and provide financial planning and related services to clients. All firms must either be independently owned or a…
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Jul 11 2019
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Kevin Smith to Speak at In|vest Digital Wealth Management Event

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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…
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May 01 2019
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Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory

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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,…
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Apr 29 2019
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Glen Macdonald to Speak at Total Impact Philadelphia

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Rockville, MD, April 29, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Managing Director Glen Macdonald will speak on a panel at the second annual Total Impact Philadelphia conference. The event will be held May 1-2 in Philadelphia. Total Impact Philadelphia will bring together investment advisors and investors to discuss impact investment across asset classes, as well as highlight impact success stories and challenges unique to the Philadelphia area. The panel on which Macdonald will be speaking, “Impact advisors: going beyond risk and returns,” seeks to foster a conversation with experienced private…
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Apr 25 2019
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Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event

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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,…
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