NEW YORK, NY, March 21, 2022 /24-7PressRelease/ — Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2022 Forbes list of America’s Top Women Wealth Advisors – Best-in-State, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office.
To compile the list, Forbes and SHOOK Research evaluate advisors with at least seven years of experience using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology is available on the Forbes website at forbes.com.
“Congratulations to both Ashley and Michèle for this well-deserved acknowledgement of their hard work and dedication,” said Mike LaMena, chief executive officer of Wealthspire Advisors. “It’s an honor for both of these women to be included on the Forbes list and demonstrates the work of Wealthspire’s talented female leaders.”
There are no fees or other considerations required of advisors who apply for the Forbes Best-in-State Top Women Wealth Advisors List. The full list can be accessed on the Forbes site at forbes.com.
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.
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