Dmitriy Katsnelson

Home > Team > Dmitriy Katsnelson

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.

Previous Experience

• Strategic Investment Chair/Senior Analyst, Research at LPL Financial (formerly Fortigent LLC, formerly Lydian Wealth Management)
• Analyst at Harley-Davidson Motor Company
• Assistant Analyst at Merrill Lynch

Education & Credentials

• BS, University of Maryland, Finance and International Business

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.