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@wealthspire.com
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2 phones found area 617
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LinkedIn matched
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Richard Yam is listed as Senior Vice President, Director of Wealth Strategy, at Wealthspire Advisors at Wealthspire Advisors, a company with 112 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wealthspire.com, phone signal with area code 617, and a matched LinkedIn profile for Richard Yam.
Richard Yam previously worked as Senior Vice President at Wealthspire Advisors and Vice President at Sontag Advisory. Richard Yam holds Jd from Brooklyn Law School.
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AeroLeads found 1 current-domain work email signal for Richard Yam. Compare company email patterns before reaching out.
Provide advice on trusts and estates matters to advisors. Follow me on Twitter @Yam_Rich.
Listed skills include Estate Planning, Wills, Public Policy, Patents, and 14 others.
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A career timeline built from the work history available for this profile.
New York, New York
In October 2019, Sontag Advisory rebranded as Wealthspire Advisors. As Senior Vice President of Trusts & Estates, I provide estate planning guidance to the firm’s advisors and their clients. I also ensure the proper administration of trusts where a firm principal acts as trustee.
521 5th Avenue, 15th Floor, New York, NY 10175
Vice President, Trusts and Estates
295 Madison Avenue, 5th Floor, New York, NY 10017
Uniondale, NY
Trust and estate administration, estate planning, tax planning, business succession planning, preparation and filing of estate and gift tax returns, drafting of wills, trusts and other advanced directives
Draft trusts and wills for estate planning purposes, assist clients with Medicaid needs, handle probate and estate administration.
Drafted petitions, affidavits, and subpoenas for Article 81 guardianship proceedings and orders to show cause for temporary restraining orders. Prepared cases for Medicaid fair hearings. Researched elder law issues. Prepared advanced directives presentation.
Drafted contracts such as LLC operating agreements, reseller agreements, end user license agreements, and online terms of service and privacy agreements. Advised on corporate structure and governance issues for start up clients, including incorporation and document preparation. Reviewed agreements to counsel clients on their potential liability exposure..
Researched municipal, state and federal statutes and regulations. Reviewed mortgage-closing documents. Drafted financing commitments and mortgage insurance commitments. Drafted agreements for HUD's Neighborhood Stabilization Program. Assisted in drafting regulations for compliance with Freedom of Information Law.
Drafted memoranda resolving procedural and substantive issues in motions to dismiss, motions for Rule 11 sanctions, and motions for summary judgment in cases involving breach of contract, fraud, defamation, and RICO violations.
Researched and reviewed patents for applicable prior art. Drafted patent applications and defended patent claims. Responded to United States Patent and Trademark Office objections and office actions.
Other employees you can reach at wealthspire.com. View company contacts for 112 employees →
Karin Maloney Stifler
Colleague at Wealthspire Advisors
Greater Cleveland, United States
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MC
Melanie C.
Colleague at Wealthspire Advisors
New York City Metropolitan Area, United States
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SD
Stephane De Brechard
Colleague at Wealthspire Advisors
Winston-Salem, North Carolina, United States, United States
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RK
Riley Keenan
Colleague at Wealthspire Advisors
New York, New York, United States, United States
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SV
Sarah Von Schmidt-Pauli
Colleague at Wealthspire Advisors
Richmond, Virginia, United States, United States
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CM
Corey Mcguire, Cfa
Colleague at Wealthspire Advisors
New York City Metropolitan Area, United States
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AM
Amy Miller, Cfp®
Colleague at Wealthspire Advisors
West Hartford, Connecticut, United States, United States
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MO
Madison O'Reilly
Colleague at Wealthspire Advisors
Smithtown, New York, United States, United States
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ME
Marianne Esche, Cfp®
Colleague at Wealthspire Advisors
Washington DC-Baltimore Area, United States
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MB
Maddy Bowles, Cfp®
Colleague at Wealthspire Advisors
New York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Richard Yam works for Wealthspire Advisors.
Richard Yam is listed as Senior Vice President, Director of Wealth Strategy, at Wealthspire Advisors at Wealthspire Advisors.
AeroLeads has found 1 work email signal at @wealthspire.com for Richard Yam at Wealthspire Advisors.
AeroLeads has found 2 phone signal(s) with area code 617 for Richard Yam at Wealthspire Advisors.
Richard Yam is based in New York City Metropolitan Area, United States, United States while working with Wealthspire Advisors.
Richard Yam has worked for Wealthspire Advisors, Sontag Advisory, Rivkin Radler Llp, Law Offices Of Ann-Margaret Carrozza, and Grimaldi & Yeung Llp.
Richard Yam's colleagues at Wealthspire Advisors include Karin Maloney Stifler, Melanie C., Stephane De Brechard, Riley Keenan, and Sarah Von Schmidt-Pauli.
You can use AeroLeads to view verified contact signals for Richard Yam at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.
Richard Yam holds Jd from Brooklyn Law School.
Richard Yam is listed with skills including Estate Planning, Wills, Public Policy, Patents, Trusts, Estate Administration, Legal Research, and Elder Law.
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