Mastering Your Financial Life — Episode 95
In this episode of Mastering Your Financial Life, Judy Heft interviews Mike LaMena, Chief Executive Officer of Wealthspire Advisors, a New York City-based, independent registered investment advisory firm with more than 300 associates serving clients from 20+ offices across the country.
Tune in to the episode to hear about:
* The transformation of the financial advisory industry over the past decades
* The importance of talent, culture, and Wealthspire Advisors’ diverse service offerings
* Wealthspire Advisors’ commitment to adding value through diverse capabilities like trust and estate planning, investment capabilities, and financial and lifestyle concierge services
* Wealthspire's engagement in community impact and diversity initiatives
Learn more about and connect with Mike LaMena:
* Connect with Mike LaMena on LinkedIn: https://www.linkedin.com/in/michael-lamena
* Visit Wealthspire Advisors’ website: https://www.wealthspire.com
On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent.
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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft
* Visit Judith Heft & Associates' Website: http://www.judithheft.com
Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ
