- Products & Services
- Knowledge Base
"I could not be more excited to have Jim join our executive team to help us drive and advance our high-conviction strategic initiatives," said Mike LaMena, Wealthspire CEO.
NEW YORK, NY, January 12, 2021 /24-7PressRelease/ -- Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Jim DeCarlo has been named Wealthspire's Chief Strategic Growth Officer. In this newly created role, DeCarlo will collaborate with advisors across the organization to help accelerate Wealthspire's growth and identify strategic initiatives to expand and scale how Wealthspire serves clients. DeCarlo, based in Fulton, MD, will be reporting to Wealthspire CEO, Mike LaMena.
DeCarlo's appointment as Chief Strategic Growth Officer follows Wealthspire's recent acquisition of StratWealth, an award-winning wealth management firm serving families and retirement plans. DeCarlo, who served as StratWealth's CEO, brings over 25 years of global experience in the financial services industry and a proven track record for scaling businesses, developing dynamic teams, and driving organic growth.
"I could not be more excited to have Jim join our executive team to help us drive and advance our high-conviction strategic initiatives," said LaMena. "Jim's deep experience in the wealth management industry, his broad leadership skills, and his enthusiasm to grow the business will have a meaningful and positive impact for our clients and our firm."
"I'm thrilled to be part of the Wealthspire team and take on this leadership role. The energy to grow the business is palpable, and we have all the right components in place – clear purpose, good process, and excellent advisors," said DeCarlo. "Wealthspire's expansion platform provides leverage and expertise to help both current and future advisors in our ecosystem build a future that is bigger and better than the past. This is an exciting time for the team and the clients we serve."
Wealthspire Advisors currently oversees approximately $12.5 billion in AUM across 14 offices in 8 states.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the East Coast and Midwest. We are fiduciary advisors who value connecting all parts of a clients' financial life and 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.
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 5,700 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, 6th largest US-based privately owned broker, and 8th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best's Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies of NFP Corp.
# # #