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Richard Yam
Richard Yam
Senior Vice President | Wealthspire Advisors
United States
Richard Yam
Summary
Richard Yam is a seasoned legal professional specializing in wealth strategy, particularly in trusts and estates. Currently serving as Senior Vice President at Wealthspire Advisors, he leverages his extensive background in elder law and estate planning to provide insightful guidance to advisors and clients alike. With a strong foundation in legal research and public policy, Richard has successfully navigated complex legal landscapes throughout his career. His journey includes significant roles at various legal firms and a robust educational background, including a JD from Brooklyn Law School and an MBA in Finance. Richard's multifaceted expertise not only enhances his advisory capabilities but also positions him as a thought leader in the legal services industry. He is passionate about integrating financial acumen with legal strategies to optimize client outcomes. In addition to his professional pursuits, Richard engages with a broader audience through social media, sharing insights on wealth management and legal trends.
Richard Yam
Work Experience
Senior Vice President at
Wealthspire Advisors
March 2021 - Present
Vice President at
Wealthspire Advisors
January 2019 - February 2021
Senior Associate at
Wealthspire Advisors
March 2018 - December 2018
Associate at
Rivkin Radler LLP
September 2013 - March 2018
Associate at
Law Offices Of Ann Margaret Carrozza
March 2011 - September 2013
Law Clerk at
Grimaldi And Yeung
October 2010 - January 2011
Legal Fellow at
Hebrew Home For The Aged At Riverdale
August 2010 - October 2010
Legal Intern at
Brooklyn Law School Alumni Assoc Inc
August 2009 - May 2010
Legal Intern at
Isg of New York, Inc.
January 2009 - August 2009
Judicial Intern at
United States Courts
June 2008 - August 2008
Technical Consultant at
Kalow & Springut LLP
January 2007 - July 2007
Richard Yam
Education
January 2007 - January 2010
Baruch College, Master Of Business Administration - Mba
Northwestern University, Bachelor Of Science - Bs
Frequently Asked Questions about Richard Yam
What is Richard Yam email address?
Richard Yam's primary email address is ***********@wealthspire.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Richard Yam work for?
Richard Yam is a Senior Vice President at Wealthspire Advisors, a company specializing in Monetary Authorities-Central Bank.
Where Richard Yam graduated from?
Richard Yam holds a degree in from Brooklyn Law School.
How can I directly contact Richard Yam?
To contact Richard Yam directly, you can use the email address ***********@wealthspire.com. Complete contact information is available upon registration with Muraena.
Who is Richard Yam?
Richard Yam is a seasoned legal professional specializing in wealth strategy, particularly in trusts and estates. Currently serving as Senior Vice President at Wealthspire Advisors, he leverages his extensive background in elder law and estate planning to provide insightful guidance to advisors and clients alike. With a strong foundation in legal research and public policy, Richard has successfully navigated complex legal landscapes throughout his career. His journey includes significant roles at various legal firms and a robust educational background, including a JD from Brooklyn Law School and an MBA in Finance. Richard's multifaceted expertise not only enhances his advisory capabilities but also positions him as a thought leader in the legal services industry. He is passionate about integrating financial acumen with legal strategies to optimize client outcomes. In addition to his professional pursuits, Richard engages with a broader audience through social media, sharing insights on wealth management and legal trends.
Richard`s contact details
***********@wealthspire.com
****@ipo.umass.edu
***********@massachusetts.edu
Colleagues
SVP
Senior Vice President, Advisor
Senior Vice President
CFO and Managing Director
Managing Director and Principal
Managing Director, Head of Intermediary Business
Senior Operations Associate
Vice President
Senior Vice President and Advisor
Senior Vice President