Michael Zeitler, CFA®
Assistant Vice PresidentBased in our New York City office, Michael is a CFA® charterholder with almost a decade of industry experience. Before joining the team, he established a strong foundation in sales and equity research through various roles at Bank of America Securities after beginning his financial career at U.S. Bank.
He holds a bachelor’s degree in mathematical economics from Colgate University and has also earned the SIE, Series 7, 63, 86, and 87 licenses. Beyond his professional life, Michael is a music and fitness enthusiast, as well as an avid professional sports fan. He is also passionate about serving the community, including his volunteer work at Cheshire Home in New Jersey. He currently resides in Brooklyn.
Previous Experience
- Equity Research at Bank of America Securities
- Prime Financing at Bank of America Securities
- Global Hedge Fund Services at U.S. Bank
Education & Credentials
- BA, Colgate University, Mathematical Economics
- Chartered Financial Analyst® (CFA®)
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*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.
