Happy #IndependenceDay! 🎆 We're taking the day to enjoy the sunshine, spend time with family and friends, and appreciate our many freedoms. 🗽 How are you celebrating?
About us
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.
- Website
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http://www.wealthspire.com
External link for Wealthspire Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
Locations
Employees at Wealthspire Advisors
Updates
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Last week, our Melville, NY office hosted a special summer team event featuring great food, music, and team building activities, including awards that recognized outstanding members within their respective teams. This year’s recipients were: 🏆 MVP – Juliana Gadaleta 💫 Rising Star – Jared Wolfe ⬆ Above & Beyond – John-David (J.D.) Kirby And a special thanks to Danielle Siano and Jenna Wolfe for coordinating such an astounding night!
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Managing Director (and aspiring weatherman?☂) Kevin Moloney made a guest appearance on TMJ4 News’ weather segment last evening alongside Chief Meteorologist Brian Niznansky to discuss Wealthspire’s support of the WI Chapter of Gift of Adoption Fund. Check it out here! https://lnkd.in/e_CXgpVf
TMJ4 interviews Kevin Moloney outside Wealthspire Advisors office on ‘Gift of Adoption’ donation
https://www.youtube.com/
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We're excited to announce the appointment of Eric Castillo as Chief Technology Officer and the promotion of Angela Giombetti to Chief Marketing Officer! Learn more about our expanded leadership team at the link below: https://lnkd.in/dC3fcse2
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In the newest edition of Markets in 2 Minutes, Emily Platt, CFP® of the Investment Team explores the #housingmarket dynamics, including the resilience of existing homeowners despite rising rates, the slowdown in new construction exacerbating supply shortages, and the potential economic tailwind from residential investment as the industry catches up on the supply deficit. https://lnkd.in/gptv5vcz
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Check out the newest episode of the In Crowd podcast, hosted by Chief Marketing Officer Angela Giombetti!
Watch out for the quiet ones. 😎 It was an honor to chat with two of my favorite folks in this industry, Melissa Buffalohead and Steven Buffalohead of Buffalo Built Design Studio, LLC in Episode 3 of the In Crowd podcast! Steven and Melissa have been tag-teaming the industry with fresh designs and websites for years and are likely behind some of your favorite brands. 💻 💡 🎙 #introvertsunite
The In Crowd Podcast Episode 3
https://vimeo.com/
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A huge congratulations to our very own Julie Penwell, CFP® on being named InvestmentNews' NextGen Advisor of the Year last night! ✨
🏆 Hats off to Julie Penwell, CFP® of Wealthspire Advisors for winning NextGen Advisor of the Year at the InvestmentNews Awards 2024! Learn more about the award here: https://hubs.la/Q02CDPDG0 #INAwardsUS #NextGenAdvisor #JuliePenwell #WealthspireAdvisors
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We're thrilled to announce that 12 of our talented advisors have been included on AdvisorHub's 2024 list of Advisors to Watch! Our people were recognized in the following categories: ✨ Women Advisors: - Crystal Cox, MBA, CDFA®, CFP® - Kelly Keydel, CFP, MBA, CDFA ✨ Advisors at RIAs: - Amy Miller, CFP® - Ashley Iddings - Chip Pyfer, J.D., CFP®, CPWA®, CIMA® - Craig Fasano - Donna Levy - Grant Ruder, CFP® - Martha S. Staniford - Michele Walthert, CFP®, CRPC® - Michael Delgass - Tim Hughes, CFP® 📝 Check out the full list at this link: https://lnkd.in/es6tKEek
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Join us next week for a webinar on #ArtificialIntelligence featuring special guest Ody L.! We’ll delve into: - The impact of AI on specific industries - Key security and privacy considerations - Essential insights for today’s investors about this evolving technology 🗓️June 26th at 4:00pm ET / 1:00pm PT Register Now 👇🏻 https://lnkd.in/eEyJy6VF
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Earlier this week, Managing Director Frank Marzano sat down with our new colleague, Managing Director Mike Santo, to discuss what ultimately drove him to join our team. Learn this and more in the full video interview: https://lnkd.in/eVxrnRet
A Conversation with Frank Marzano and Mike Santo
https://vimeo.com/