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.
- 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