$580B Wealthspire Names Executive Leadership Team

Leadership Changes - Wealthspire announced the elevation of nine executives to its leadership team following its formation as a unified registered investment advisor, backed by Madison Dearborn Partners [1] - The new leadership team includes Mike LaMena as CEO and Carl Nelson as president, both of whom have significant experience in the investment advisory sector [2] Executive Appointments - Mike Goss takes on the roles of chief revenue officer and president of Wealthspire Institutional, responsible for developing a unified strategy across various advisory services [3] - Brad Long will serve as chief investment officer, overseeing investment philosophy and portfolio construction [5] - Brett Schneider will be the CFO, managing financial strategy and performance [5] - Other key appointments include Veronica Moo as general counsel, Nataly Sogoloff as chief people officer, and Steve Frampton as CTO [5] Company Overview - Wealthspire launched earlier this year with approximately $580 billion in total client assets, including $80 billion in wealth client assets and $500 billion in retirement plan assets [4] - The firm aims to leverage synergies between wealth and retirement services to drive growth, similar to other large RIAs [4]