DEI&B at Wealthspire with Mike LaMena

Diversity in Action™

Mike LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. He has 27+ years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict-free model of financial advice inspires his enthusiasm to serve clients and expand the business. Throughout his time at Wealthspire, Mike has helped grow the organization to over $20 billion in AUM with 22 offices across the country and more than 300 employees.

Notes:

In this episode, Shawn, Luis, and Mike talk about:

• Wealthspire Advisors’ commitment to DEIB through its DEIB Committee
• Fostering an environment of belonging and growth at your firm or organization
• The importance of advocating for and being an ally to women in the workplace
• How Wealthspire supports external organizations, including BLX

And more……..

Resources:

• Wealthspire
• Connect with Mike LaMena on LinkedIn
• NFP (Parent company of Wealthspire)
• Wealthspire’s CFP Scholarship

Episode Sponsor:

This episode is brought to you by Wealthspire Advisors. Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 22 offices in 12 states throughout the Northeast, Atlantic, Midwest, and West Coast. Wealthspire advisors are fiduciaries 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.

Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.

It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!

Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org