Dmitriy Katsnelson

Deputy Chief Investment Officer at Wealthspire Advisors

Speaker

Dmitriy Katsnelson serves as Deputy Chief Investment Officer at Wealthspire, where he helps shape the firm’s investment philosophy and oversees portfolio strategy, asset allocation, and manager research. Dmitriy has drawn on nearly two decades of experience in financial services to guide advisors and clients through complex market environments.

Before joining Wealthspire, Dmitriy was Chair of the Strategic Investment and Asset Allocation Committees at Fortigent/LPL Financial, where he managed more than $3 billion in discretionary investment models. Earlier in his career, he held research and analyst roles at LPL Financial, Harley-Davidson Motor Company, and Merrill Lynch, focusing on investment analysis and corporate finance.

Dmitriy earned a Bachelor of Science in Finance and International Business from the University of Maryland.