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

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