Wealthspire Advisors Bolsters C-Suite with Two Veteran Industry Executives
25 June 2024 - 2:00PM
Wealthspire Advisors LLC, an NFP company and independent registered
investment advisor firm headquartered in New York City, today
announced the appointment of Eric Castillo as Chief Technology
Officer and the promotion of Angela Giombetti to Chief Marketing
Officer.
“This expansion of our leadership team reflects our unwavering
commitment to attract and cultivate the best talent in our
industry,” said Wealthspire’s CEO Mike LaMena. “The expertise that
Eric and Angela bring to their respective roles will take our
organization to new heights as we further our mission of serving
our clients and our people at the highest level.”
Eric Castillo brings over 16 years of IT leadership experience,
most recently serving as Chief Information Officer at LionTree, a
global technology and media investment bank, where he oversaw the
firm’s technology efforts including application development, data
operations, and infrastructure. Prior to LionTree, Eric was Chief
Technology Officer at Dynasty Financial Partners, a leading
platform for independent RIAs, where he was responsible for advisor
technology, data integrations, and custom applications. As CTO,
Eric will be responsible for shaping and driving the firm’s
technology vision.
Angela Giombetti was previously the Head of Marketing at
Wealthspire and has dedicated her 20+ year career to the financial
services industry, having served in communications, change
management, public relations, and marketing roles in banking,
fintech, and RIA firms across the country. She joined the firm from
her role as Head of Marketing at Private Ocean Wealth Management, a
West Coast RIA that was acquired by Wealthspire in 2022. Angela is
an accomplished ghostwriter of multiple nationally published books,
the founder of The In Crowd, an inclusive network for financial
marketers, and the host of The In Crowd podcast.
“We are fortunate to have the deep experience and guidance of
these leaders at Wealthspire,” said Eric Sontag, Wealthspire’s
President and Chief Operating Officer. “The importance of long-term
planning and vision around our infrastructure has become more
critical than ever, and I am confident that Eric and Angela will be
instrumental in supporting our continued growth and success.”
About Wealthspire AdvisorsWealthspire Advisors LLC is an
independent registered investment advisor that oversees, across its
entities, more than 20 locations and 300+ team members across the
country. 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.
About NFPNFP, an Aon company, is an organization of
consultative advisors and problem solvers helping companies and
individuals address their most significant risk, workforce, wealth
management and retirement challenges. With colleagues across the
US, Puerto Rico, Canada, UK and Ireland, they serve a diversity of
clients, industries and communities. Their global capabilities,
specialized expertise and customized solutions span property and
casualty insurance, benefits, wealth management and retirement plan
advisory. Together, they put people first, prioritize partnerships
and continuously advance a culture they’re proud of. Visit NFP.com
to learn more.
Wealthspire Advisors is the common brand and trade name used by
Wealthspire Advisors LLC and its subsidiaries, separate registered
investment advisers and subsidiary companies of NFP Corp., an Aon
company.
© 2024 Wealthspire Advisors
Angela Giombetti
Wealthspire Advisors
415-526-2900
angela.giombetti@wealthspire.com