Dmitriy Katsnelson
Portefeuillebeheerder-Aandelen bij Wealthspire Advisors LLC
Profiel
Mr. Dmitriy Katsnelson is a Deputy Chief Investment Officer at Wealthspire Advisors LLC.
He has more than fifteen years of experience in financial services.
He has focused solely on providing solutions to financial advisors encompassing money manager due diligence and asset allocation.
Mr. Katsnelson was previously employed as a Chief Investment Officer by Wealthspire Advisors LP, a Strategic Investment Chair/Senior Analyst, Research at LPL Financial (formerly Fortigent LLC, formerly Lydian Wealth Management), an Analyst at Harley-Davidson Motor Co., and an Assistant Analyst at Merrill Lynch.
He received his BS in Finance and International Business degree from Drexel University and BS in Commerce and Engineering degree from the University of Maryland.
Actieve functies van Dmitriy Katsnelson
| Bedrijven | Functie | Begin |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Portefeuillebeheerder-Aandelen | 31-12-2020 |
Eerdere bekende functies van Dmitriy Katsnelson
| Bedrijven | Functie | Einde |
|---|---|---|
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | Chief Investment Officer | 31-12-2020 |
Opleiding van Dmitriy Katsnelson
| Drexel University | Undergraduate Degree |
| University of Maryland | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | Finance |
