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?
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Attending Wealth Management EDGE West in October? Be sure to check out Michael LaMena on this panel on the strategies of top-growing firms!
Uncover the secret strategies that set top-growing firms apart from the competition! Michael LaMena, Chief Executive Officer at Wealthspire Advisors will be taking to the stage at RIA Edge West to share some innovative techniques for client acquisition, effective business development, and sustainable growth that you can implement within your own RIA firm! You don’t want to miss it! Register for RIA Edge West now >> http://spr.ly/60499n3GB #RIAEdgeWest #RIA
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Congratulations to Amanda Phillips-DeSaverio, CFP® and our growing Denver team on a phenomenal first year at Wealthspire! #SucceedTogether #Milestones Lauren P.
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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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