Wealthspire Advisors (an NFP company and independent investment adviser) announced the addition of industry veteran and portfolio manager Michael J. Santo to the team. Santo, who oversaw portfolios for public company executives, business owners, philanthropic organizations, and multigenerational households in prior roles, joins the firm in both its New York and South Florida markets and brings decades of experience serving high-net worth clients.
Previously, Santo was a Managing Director and Portfolio Manager at Bank of America Private Bank in New York and South Florida. In this role, he was responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy.
Plus, he supported clients in navigating changing market environments to provide traditional guidance in the areas of asset allocation, tax minimization, retirement, and multigenerational strategies from risk-based approaches to banking and lending needs.
Santo has a rich history of serving clients in the Northeast and Southeast markets and will work out of the firm’s Boca Raton office alongside Managing Director Frank Marzano. Santo’s appointment is part of Wealthspire’s continued mission to further establish its strong New York and South Florida presence with top talent.
KEY QUOTES:
“Mike is an incredible addition to the Wealthspire team, bringing sophisticated expertise in wealth management and investment strategy. We welcome his insights into how we can continue to evolve our services and offer more robust capabilities to meet our clients’ complex financial needs.”
- Mike LaMena, Wealthspire’s CEO
“I am excited to partner with a firm that shares my unwavering commitment to elevating the client experience. Wealthspire brings the perfect blend of a smaller and customized team-based fiduciary approach with a robust platform and wide range of experts to serve my clients well for decades. I look forward to a bright future together.”
- Mike Santo
