Dmitriy Katsnelson has extensive experience in the finance and investment sectors, having worked in various analyst and leadership roles. They served at Fortigent, LLC from 2007 to 2014, advancing through positions to Associate PM/Senior Analyst and Senior Analyst in Operations. After a tenure at LPL Financial, they held leadership roles at Bronfman Rothschild, including Director of Investments and CIO. Currently, they are the Deputy CIO at Wealthspire Advisors since 2019. Dmitriy earned a Bachelor of Science degree from Drexel University and another Bachelor of Science degree from the University of Maryland.
Location
Potomac, United States
This person is not in the org chart
This person is not in any teams
This person is not in any offices