Wealthspire Advisors Forms Partnership with Professional Golfer Matthieu Pavon
2024年8月20日 - 7:00PM
ビジネスワイヤ(英語)
Wealthspire sponsors the 2024 Farmers Insurance
Open winner
Wealthspire Advisors LLC (“Wealthspire”), an NFP company and
top-ranked1 independent registered investment advisor (RIA), today
announced its partnership with professional golfer Matthieu Pavon,
winner of the 2024 Farmers Insurance Open, who is ranked 20th in
pursuit of the FedEx Cup on the Professional Golf Association (PGA)
Tour2.
“At Wealthspire, we develop personal and trusted relationships
with our clients to help them meet their life and financial goals,”
said Mike LaMena, chief executive officer of Wealthspire Advisors.
“We understand the financial complexities athletes face at varying
stages of their career and want to assist them in attaining their
aspirations. The Wealthspire family is proud to support Matthieu in
his pursuit of excellence.”
Pavon will be playing next at the BMW Championship from August
22 through August 25 at Castle Pines Golf Club in Colorado. He will
also be featured on the upcoming season of Wealthspire’s Great
Aspirations podcast, which focuses on the theme “life amplified.”
Hosted by LaMena, this season highlights eight extraordinary
stories of people and their journey to leading lives of purpose and
inspiration.
In addition to the partnership with Pavon, Wealthspire has a
name, image, and likeness (NIL) program that sponsors collegiate
athletes in various sports. The firm has an established practice
serving athletes and entertainers, continuing to bolster its
expertise and capabilities in this space with recent
acquisitions.
“Whether we’re working with an executive, business owner,
professional athlete, or busy parent, our team is committed to
managing all aspects of a client’s financial life so they can spend
more time doing what they love, and this partnership with Matthieu
is no exception. He must rely not only on himself but also on his
team to be successful on the golf course, and we’re proud to be
part of that,” said John Kovacs, managing director and Palm Beach
Gardens office lead. “By supporting athletes such as Matthieu,
Wealthspire is making a deeper investment in one of its areas of
expertise and creates opportunities for our team and clients to
rally behind a shared cause – the support of an athlete’s ability
to take home big wins in their sport.”
For more information about Wealthspire Advisors, go to
www.wealthspire.com.
About Wealthspire Advisors Wealthspire Advisors LLC is an
independent registered investment advisor that oversees, across its
entities, $27.4 billion* in assets under management, 23 offices
across the U.S., and more than 110 advisors. In 2023, the firm was
recognized as a top RIA firm by Barron’s, Forbes/Shook, and
Financial Advisor Magazine.1 Offering financial planning,
investment management, family office, and outsourced chief
investment officer (OCIO) services, Wealthspire Advisors brings
together experts in various aspects of wealth management to serve
its clients. For more information, please visit
www.wealthspire.com.
About NFP NFP, 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.
1 Barron’s Top 100 RIA Firms – 2023 – Published in
September 2023, based on data as of 6/30/2023. Forbes –
America’s Top RIA Firms – 2023 – Ranking published October
2023, based on values as of March 31, 2023. Financial Advisor
Magazine – Top Registered Investment Advisors – Published July
12, 2024, based on data from December 2022-December 2023. For a
full list of awards disclosures, please visit our website at
https://www.wealthspire.com/privacy-policy/awards-disclosures/.
2 Professional Golf Association (PGA) as of August 19, 2024.
*AUM as of 6/30/2024 for Wealthspire Advisors LLC and its
subsidiaries.
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
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