Press Release Archives | Wealthspire

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…

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…

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…

New York, June 23, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that it recently made a donation of over $28,000 to Feeding America, the U.S. hunger relief organization. Wealthspire made the donation as part of its COVID-19 response campaign. “Food insecurity has been exacerbated by COVID-19 in communities across the country, and this donation will help to support the ongoing fight against hunger,” said CEO Mike LaMena. “I am immensely proud of our team’s generosity. As individuals and as a company we’ve shown we are committed to making a positive impact on our local…

New York, February 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today the opening of a new office in Boca Raton, FL. The office is located at 150 East Palmetto Park Road, Suite 525, Boca Raton, FL 33432. Wealthspire Advisors now operates 13 offices in 9 states. “Wealthspire is a growth-driven company and we are excited for the opportunity to expand our footprint to Florida,” said Wealthspire Advisors CEO, Mike LaMena. “The new office will allow us to better serve existing relationships in the region and connect with new clients who value local expertise. Being…