Michael Zeitler, CFA
Assistant Vice President
Based 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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
