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Press Release Archives | Wealthspire

impact investing

Wealthspire Advisors Rolls Out Impact and ESG-Based Investment Portfolios

In the News
New York, February 22, 2021 – Wealthspire Advisors unveiled today a suite of impact investing solutions for clients seeking to align their investments with personal values. This new comprehensive offering includes customizable investment portfolios as well as a set of tools designed to support multi-generational relationships and encourage conversations around values-based investing with family members. The ultimate goal of the Wealthspire Advisors solution is to allow clients to reflect and support their personal values through their portfolios using investment selections that maintain the rigor of the core Wealthspire investment offerings. The new capabilities also position Wealthspire Advisors to better respond…
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washingtonian iddings hughes

Wealthspire Advisors’ Tim Hughes and Ashley Iddings Named Top Wealth Advisors by Washingtonian Magazine

In the News
New York, January 15, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes and Ashley Iddings have been named top wealth advisors in the DC Metro area by Washingtonian Magazine. The full list was featured in the December 17, 2020, issue of the magazine. The Washingtonian’s 2021 Top Wealth Advisor list recognizes the top financial advisors in the DC Metro area. After hundreds of local financial experts are surveyed for recommendations, the magazine’s staff conducts extensive research to determine the top advisors. Only nominees with the strongest recommendations are named Top Wealth…
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Wealthspire Advisors Names Jim DeCarlo Chief Strategic Growth Officer

In the News
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,…
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baumbach harris designations

Kelly Baumbach, Managing Director, and Gail Harris, Senior Vice President, Earn Prestigious Exit Planning Designations

In the News
New York, December 21, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, is proud to announce that Kelly Baumbach, managing director, and Gail Harris, senior vice president, have earned designations from prominent exit planning programs. Baumbach earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive four-day executive MBA-style program in Chicago. Baumbach joins an elite group of advisors who have completed the challenging four-day program. The designation requires one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a three-hour…
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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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wealthspire advisors stratwealth

Wealthspire Advisors To Acquire StratWealth

In the News
Adds $1.5 billion in assets, three offices in the Mid-Atlantic market New York, October 1, 2020 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced the signing of a definitive agreement for the acquisition of StratWealth, an award-winning wealth management firm serving families and retirement plans. StratWealth is based in Maple Lawn, Md., and operates additional offices in Annapolis and Salisbury. “StratWealth has a fantastic culture of client service and talented advisors that fit well with Wealthspire,” said Wealthspire CEO Mike LaMena. “Integrating them with our deep investment platform, robust technology and back office support structure will…
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Wealthspire Advisors Barron's Top RIAs

Wealthspire Advisors Named to Barron’s 2020 Top 100 RIA Firms List

In the News
New York, September 14, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, has been named to Barron’s Top 100 RIA Firms List, which recognizes top firms across the nation. Barron’s expanded the list to include 100 firms in 2020, a reflection of the industry’s growth and rising standards. This year’s ranking formula consisted of three new primary metrics: technology spending, staff diversity, and succession planning. With 2020’s unprecedented events calling for especially high levels of adaptation, Barron recognized that these factors were crucial in a Top 100 contender. “Wealthspire's inclusion in the…
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Wealthspire Advisors FT 300

Wealthspire Advisors Named to Financial Times 300 Top RIAs List

In the News
New York, July 30, 2020 – Wealthspire Advisors, an NFP company and independent registered investment advisor (RIA), is pleased to announce it has been named to the 2020 Financial Times 300 (FT 300), a list recognizing top RIAs across the US. Wealthspire Advisors was formed in 2019 through the combination of Sontag Advisory and Bronfman Rothschild, both of which were included in the FT 300 in previous years. This is the first year Wealthspire Advisors could be considered for the list, a reflection of the continued success of the firms as a combined entity. Qualified list applicants were graded on…
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outsourced cio services

Wealthspire Advisors Launches Outsourced CIO Services

In the News
New York, July 7, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor, today announced the launch of their Outsourced CIO services to RIAs serving sophisticated clients. Smaller advisor firms are now able to engage Wealthspire Advisors for customized investment services, including due diligence, investment product selection and other forms of case support. Outsourced CIO clients will receive a customized suite of research support based on firm goals and needs. They will also have access to key tools, including routinely updated model portfolios, capital market assumptions, manager due diligence, and case support for large clients and prospects. Clients…
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