Winter 2023 Market Recap & Outlook
After a difficult year for the markets, our team discusses some of the investing trends…
Deputy Chief Investment Officer
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.
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