![Dmitriy Katsnelson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Dmitriy Katsnelson
Portfolio Manager-Aktien bei Wealthspire Advisors LLC
Aktive Positionen von Dmitriy Katsnelson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Portfolio Manager-Aktien | 31.12.2020 | - |
Karriereverlauf von Dmitriy Katsnelson
Ehemalige bekannte Positionen von Dmitriy Katsnelson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wealthspire Advisors LP
![]() Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | Chief Investment Officer | 01.01.2018 | 31.12.2020 |
Director of Investments | 01.06.2015 | 01.12.2018 |
Ausbildung von Dmitriy Katsnelson
University of Maryland | Undergraduate Degree |
Drexel University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Undergraduate Degree | 2 |
Chief Investment Officer | 1 |
Director of Investments | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Wealthspire Advisors LP
![]() Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | Finance |
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
- Börse
- Insiders
- Dmitriy Katsnelson
- Erfahrung