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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Mike LaMena
Chief Executive Officer at Wealthspire
Speaker

Profile

Mike LaMena is the Chief Executive Officer of Wealthspire Advisors and brings nearly three decades of experience building, operating, and leading global wealth management organizations. Throughout his time at Wealthspire, Mike has helped grow the organization to over $29 billion in AUM with 24 offices across the country and more than 370 employees.

Prior to joining the firm, Mike spent seven years at HighTower, serving as President and Chief Operating Officer, playing an instrumental leadership role in scaling the business from a start-up organization to a nationally recognized financial services firm. He began his career in financial services with a 14-year tenure at Morgan Stanley & Co., where he served as Executive Director of Private Wealth Management Operations in New York, as well as Executive Director of Private Wealth Management for Asia in Hong Kong.

Mike is a frequent speaker at national industry conferences and has appeared on multiple podcasts, in videos, and in the media. In 2024, he was named “CEO of the Year” at the annual RIA Intel awards.

Mike is the host of Wealthspire Advisors’ podcast, Great Aspirations, which highlights stories of people who live life with purpose and the impact of deep, personal financial planning on their journey to fulfillment. He is also an outspoken advocate for education and served as a volunteer high school teacher at Mount St. Michael Academy in the Bronx, NY before starting his career in financial services.

Agenda Sessions

  • Hunting for Hidden Gems: How to Find and Acquire RIA Firms with Specialized Expertise

    4:55pm