Wealthspire

This Father’s Day, we celebrate the dads, grandfathers, mentors, and father figures who help support and inspire those around them.

To all who lead with care and make a lasting impact on the next generation, we wish you a happy Father’s Day.

Juneteenth marks an important moment in our nation's history and honors the resilience and lasting contributions of Black Americans.

As we reflect on the significance of this day, we are reminded that progress is built through understanding and a commitment to creating communities where everyone has the opportunity to thrive.

Congratulations to the 10 Wealthspire advisors recognized on AdvisorHub's 2026 Advisors to Watch: Top 250 RIAs list.

This recognition highlights advisors who are making a meaningful impact through their work with clients and the growth of their practices. We're pleased to see so many members of our team included among this year's honorees:

Donna Levy ( #30)
Martha Staniford ( #36)
Chip Pyfer ( #47)
Ben Kille ( #59)
John Kovacs ( #64)
Tim Hughes ( #117)
Craig Fasano ( #4)
Ashley Iddings ( #38)
Grant Ruder ( #61)
Zach Gering ( #121)

See the full list: https://www.advisorhub.com/advisors-to-watch-ria-2026/

One week in, and our 2026 Summer Internship Program is off to a great start.

Over the past several days, interns across the country have been immersed in onboarding and getting to know the people and culture that make Wealthspire special. One theme we've heard again and again is how welcomed they feel by the teams around them.

Now the real fun begins.

As our interns settle into their roles, they'll have the opportunity to work alongside professionals across the firm and contribute to meaningful projects that support our clients and business.

We're excited to see what this talented group accomplishes this summer and look forward to being part of their professional journey.

Did you know our CMO Angela Giombetti hosts a podcast called The In Crowd?

In the latest episode, Angela speaks with Michele Welsh of Verdence Capital Advisors about what it takes to lead through change in wealth management and how stronger marketing brands are built when leaders stay connected and learn from one another.

Listen to The In Crowd everywhere you get your podcasts.

https://open.spotify.com/show/5RgGjpBiC5RrDNU0UscsR3

In Crowd Podcast · Wealthspire Advisors · In the financial services industry, marketers have long served behind the scenes. But today, RIAs, fintech companies, financial institutions, and custodians are recognizing the importance of marketing in driving organic and inorganic growth. Marketers often directl...

We’re proud to share that Wealthspire has been named a finalist in four categories at the 2026 Wealthies!

- Mike LaMena, finalist for Chief Executive Officer of the Year (RIA Firms with AUM Greater Than $25 Billion)
- Angela Giombetti, finalist for Chief Marketing Officer of the Year
- Great Aspirations Podcast, finalist for Investor Focused Podcast
- Retirement TPA Services, finalist for Advisor Support: Distributors

Each nomination represents the work of people across Wealthspire who are committed to helping clients and advancing our industry.

Congratulations to all of this year’s finalists. https://informaconnect.com/wealth-management-industry-awards/the-finalists/