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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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April Rudin

CEO@The Rudin Group |Author at Wiley| Forbes Contributor| U/HNW Marketing Strategy - Wealth Management, Asset Management, Fintech and Wealthtech

Tremendous!!

Tony Sirianni

CEO/Publisher AdvisorHub LLC

Congrats!

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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

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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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A huge congratulations to our very own Julie Penwell, CFP® on being named InvestmentNews' NextGen Advisor of the Year last night! ✨
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