Winter 2023 Market Recap & Outlook
After a difficult year for the markets, our team discusses some of the investing trends…
Chief Investment Officer
Michael joined the firm in 2017. As Chief Investment Officer, Michael oversees investment research and strategy, and works closely with the other members of the investment committee to enact investment policy changes. Michael has extensive investment experience across multiple asset classes. Most recently, Michael was Head of the Investment Platform at Dynasty Financial Partners, a leading platform for RIAs and hybrid advisors consisting of over 45 teams across the United States. Michael was a member of the firm’s Investment Committee and responsible for formal manager and model portfolio recommendations across equity, fixed income, real assets, hedge funds, and private equity and credit.
*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.