Wealthspire Advisors, a New York City-based NFP company and independent registered investment advisor, has appointed Jim DeCarlo to the newly-created position of chief strategic growth officer, the company announced today in a news release.
In his new role, DeCarlo will collaborate with financial advisors across the organization to help accelerate Wealthspire’s growth and to identify strategic initiatives for expansion and scale. He will be based in Fulton, Md., and will report to Wealthspire CEO Mike LaMena.
DeCarlo’s appointment follows on the heels of the company’s recent acquisition of StratWealth, a wealth management firm serving families and retirement plans. As StratWealth’s CEO, DeCarlo brings more than 25 years of global experience in the financial services industry to his new role with Wealthspire, as well as a proven track record for scaling businesses, developing teams and driving organic growth, the company said.
Founded in 1995 as Sontag Advisory, Wealthspire Advisors currently oversees approximately $12.5 billion in assets under management across 14 offices in eight states.