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

MM
Michael Moriarty
Chief Investment Officer
Profile Photo
Bruce Laning
Managing Director and Principal
MP
Michael Price
Senior Vice President, Investments
Profile Photo
Jay Czarapata
Senior Vice President

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University