CoverProfile

Dmitriy Katsnelson

Deputy Chief Investment Officer

Wealthspire Advisors

United States, Maryland, Potomac

About Me

Dmitriy joined the firm in 2015 through the acquisition of Highline Wealth Management, bringing more than fifteen years of experience in financial services. Since 2005, he has focused solely on providing solutions to financial advisors encompassing money manager due diligence and asset allocation. Prior to joining the firm, he was the Chair of Strategic Investment and Asset Allocation Committees with Fortigent/LPL Financial, where he was responsible for overseeing more than $3 billion in discretionary managed models.

Profile Information

Deputy Chief Investment Officer

Wealthspire Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Potomac

Maryland

United States

Jul 26, 2024

More profiles to browse

CM
Corey Mcguire
Vice President, Investments
Profile Photo
Laura Barry
Managing Director, Wealth Management & Planning
Profile Photo
Grant Ruder
Managing Director
Profile Photo
Bruce Laning
Managing Director and Principal

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management