Dmitriy Katsnelson
Portfolio Manager-Equities at Wealthspire Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mike LaMena | M | - |
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.
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. | 4 years |
| Michael Moriarty | M | - |
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. | 7 years |
| Bill Schwartz | M | - |
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.
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. | 9 years |
| Howard Vaughn Sontag | M | - |
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. | 29 years |
| Eric Matthew Sontag | M | - |
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. | 15 years |
| Kevin Charles Kosgard | M | - |
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.
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. | 11 years |
| Michael Price | M | - |
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. | 15 years |
| Donna Levy-Leroy | F | - |
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. | 24 years |
| Jay Michael Weinstein | M | - |
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.
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. | 9 years |
| Michael Nicholas Delgass | M | - |
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. | 19 years |
| Phillip H. Horvitz | M | - |
University of Maryland
| 21 years |
| Richard J. Roby | M | - |
University of Maryland
| 21 years |
| Asher Epstein | M | - |
University of Maryland
| 20 years |
| Zachary Hunter Gering | M | - |
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. | 12 years |
| Craig Michael Fasano | M | - |
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. | 21 years |
| Christine Brueschke | F | - |
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. | 1 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Doug Adams | M | - |
Drexel University
| 8 years |
| Robert Alvin Cron | M | - |
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. | 3 years |
| Levent Demirekler | M | - |
University of Maryland
| 3 years |
| Yibing Shan | M | - |
Drexel University
| 4 years |
| Jordan Steffy | M | - |
University of Maryland
| 6 years |
| Tarak J. Dave | M | - |
University of Maryland
| 4 years |
| Louis Tedesco | M | 39 |
University of Maryland
| 4 years |
| Daniel Piquet | M | - |
Drexel University
| 4 years |
| Steve Bartolini | M | - |
University of Maryland
| 2 years |
| Megan Sparks | F | - |
University of Maryland
| 3 years |
| Amir Poustinchi | M | - |
University of Maryland
| 3 years |
| Haipeng Li | M | - |
University of Maryland
| 2 years |
| Richard P. Nyren | M | 53 |
University of Maryland
| 2 years |
| Michael Gualtieri | M | - |
University of Maryland
| 4 years |
| Luis M. Rosero | M | - |
University of Maryland
| 4 years |
| Brandon Heller | M | - |
University of Maryland
| 4 years |
| Lisa Anne Broome | F | 50 |
Drexel University
| 2 years |
| George Ashton | M | - |
University of Maryland
| 3 years |
| Aylon Ben-Shlomo | M | - |
University of Maryland
| 4 years |
| Todd Blatt | M | - |
University of Maryland
| 4 years |
| Justin Elliott Hales | M | - |
University of Maryland
| 4 years |
| Matthew Castaldo | M | - |
University of Maryland
| 3 years |
| David Tong | M | - |
University of Maryland
| 4 years |
| Chris Taylor | M | - |
University of Maryland
| 3 years |
| Andre M Perry | M | - |
University of Maryland
| 5 years |
| Brian Donnelly | M | - |
University of Maryland
| 4 years |
| Jason Frooshani | M | - |
University of Maryland
| 4 years |
| Marty Flaherty | M | - |
University of Maryland
| 3 years |
| Kim Le | F | - |
University of Maryland
| 4 years |
| Ron Dalal | M | - |
University of Maryland
| 4 years |
| David Greenwald | M | - |
University of Maryland
| 4 years |
| Robert Eugene Foss | M | - |
University of Maryland
| 4 years |
| Mickey Weatherston | M | - |
University of Maryland
| 4 years |
| Noah Zimmerman | M | - |
University of Maryland
| 5 years |
| Kyle Wool | M | - |
University of Maryland
| 4 years |
| John Lee | M | - |
University of Maryland
| 5 years |
| Carson Stasia | M | - |
University of Maryland
| 4 years |
| David Tong | M | - |
University of Maryland
| 4 years |
| Peter DeMuth | M | 38 |
University of Maryland
| 4 years |
| Edwin Meyers | M | - |
University of Maryland
| 4 years |
| Art Vinokur | M | - |
University of Maryland
| 2 years |
| Rachel Hirsch | F | - |
University of Maryland
| 4 years |
| Charles Simon | M | - |
University of Maryland
| 3 years |
| Chris Wirth | M | - |
University of Maryland
| 4 years |
| Kapish Bhutani | M | - |
University of Maryland
| 2 years |
| Nicole DeBlase | F | - |
University of Maryland
| 3 years |
| Jill Minchoff | F | - |
University of Maryland
| 4 years |
| Craig Singer | M | - |
University of Maryland
| 2 years |
| Gordon S. Gary | M | - |
Drexel University
| 2 years |
| Bryan Paul Keller | M | - |
Drexel University
| 5 years |
| Plutarchos Sakellaris | M | 60 |
University of Maryland
| 13 years |
| Sung W. Park | M | - |
University of Maryland
| 2 years |
| Robert V. Connors | M | - |
University of Maryland
| 4 years |
| Michael Colodner | M | 42 |
University of Maryland
| 4 years |
| David H. Zhou | M | - |
Drexel University
| - |
| Dutch Fox | M | - |
University of Maryland
| 2 years |
| Christopher Harris | M | - |
University of Maryland
| 2 years |
| Neal Simon | M | - |
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. | 4 years |
| Steven Meltzer | M | 76 |
University of Maryland
| 3 years |
| Theresa Churchwell | F | - |
University of Maryland
| 2 years |
| Daniel J. Mannes | M | 49 |
University of Maryland
| 2 years |
| Sean Brooks | M | - |
Drexel University
| 2 years |
| Daniel Weitz | M | - |
University of Maryland
| 4 years |
| Tanya Shivdat Walliser | F | - |
University of Maryland
| 4 years |
| Michael Antonov | M | - |
University of Maryland
| 6 years |
| Jennifer Rinaca Diercksen | F | - |
University of Maryland
| 4 years |
| Joel Keels | M | - |
University of Maryland
| 1 years |
| Emily Killion | F | - |
University of Maryland
| 4 years |
| Kelley Rebecca Taylor | M | - |
Drexel University
| 4 years |
| Joseph Chen | M | - |
University of Maryland
| 4 years |
| Charles J. Milligan | M | - |
University of Maryland
| 7 years |
| Julie P. Quinn | F | - |
University of Maryland
| 4 years |
| Joseph M. Wrobleski | M | - |
University of Maryland
| 3 years |
| Brendan M. Kerr | M | - |
University of Maryland
| 4 years |
| Bimal Shah | M | - |
University of Maryland
| 2 years |
| Mauricio Alejandro Agudelo | M | - |
University of Maryland
| 4 years |
| John Michael Williams | M | 42 |
University of Maryland
| 4 years |
| Kevin Yang | M | - |
University of Maryland
| 4 years |
| Philip Jeffrey Burger | M | - |
University of Maryland
| 4 years |
| Katelyn Bottner | F | - |
University of Maryland
| 4 years |
| Anies Rasyid Baswedan | M | 55 |
University of Maryland
| 1 years |
| Bill Bonawitz | M | - |
Drexel University
| 5 years |
| Bryan Jude Dingle | M | - |
University of Maryland
| 3 years |
| Andrew Heck | M | - |
University of Maryland
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Dmitriy Katsnelson
- Personal Network
