Wealthspire Advisors announce the promotion of nine employees across the company
“Kevin, Laura, Inessa, Chris, Ted, Zach, Heather, Joe, and Nicole are outstanding examples of the type of hardworking and dedicated professionals that help lead Wealthspire,” said CEO Mike LaMena.
NEW YORK, NY, April 12, 2022 Senmer News Wire — Wealthspire Advisors, an NFP company and independent investment adviser based in New York City, is pleased to announce the promotion of nine employees across the company to managing director.
Laura Barry, CFP®, CeFT® – Barry joined a predecessor company of the firm in 2004 as an experienced advisor and works out of the Milwaukee, WI office. She specializes in working with people undergoing life transitions, such as the sale of a business, divorce, loss of a spouse, partner or family member, newly inherited wealth, and couples with different or conflicting money philosophies.
Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services. She has extensive experience building and managing teams, working directly with UHNW clients, and as a practicing attorney and philanthropy advisor.
Joseph Garrison, CFP®, AIF® – Garrison joined a predecessor company of the firm in 1999 and works out of the Maryland offices of Fulton, Annapolis, and Salisbury. Joe works with individuals and families to design comprehensive solutions which synchronize all aspects of their financial lives, including the areas of investments, taxes, insurance, estates, and trusts.
Zach Gering, CFP® – Gering joined the firm in 2012 and works with clients to develop, implement, and oversee solutions that integrate investment, cash flow, insurance, tax, and estate planning into a comprehensive strategy. He is also responsible for the design and oversight of the New York office’s Associate Program.
Nicole Hart, J.D. – Hart joined the firm in 2014, and advises individuals and families in a variety of areas, including complex estate and tax planning, disability and special education planning, and charitable planning. Her approach to estate and tax planning combines technical expertise with practicality, an ability to communicate complicated concepts in an understandable way, and a passion for helping clients and their families.
Ted Leasure – Leasure joined a predecessor company of the firm in 2017 and serves clients from the firm’s Reston, VA office. He specializes in financial planning for multigenerational families, providing guidance to each generation, from great-grandparents to the newest great-grandchildren.
Chris Maxey, CAIA – Maxey joined a predecessor company of the firm in 2018 to add depth to the internal investment research function, bringing expertise in portfolio construction, asset allocation, money manager research, and due diligence. He now serves as the Chief Market Strategist on the Investment Team.
Inessa Mischenko, CSOP – Mischenko joined a predecessor company of the firm in 2019 and brings over 20 years of experience in the wealth management industry, including financial planning, technology, risk management, vendor management, compliance, and operations experience.
Kevin Moloney – Moloney joined a predecessor company of the firm in 2013 as an advisor and now serves as both the Madison, WI office lead and head of the Midwest region. With over 20 years of experience in wealth management and retirement and financial planning, he has worked with individual high net worth clients, foundations, trusts, and corporations.
“Kevin, Laura, Inessa, Chris, Ted, Zach, Heather, Joe, and Nicole are outstanding examples of the type of hardworking and dedicated professionals that help lead Wealthspire,” said Mike LaMena, CEO of Wealthspire Advisors. “I heartily congratulate all of our new managing directors.”
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 18 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
About NFP
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
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Source: Wealthspire Advisors Names Nine New Managing Directors
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