Brent Katterheinrich

Brent Katterheinrich is Vice President, Investments – Trader at Wealthspire Advisors in Madison, WI, where he leads the trading function within the firm’s Investment Team. In this role, he is responsible for executing firm-wide trades, rebalancing client portfolios, and contributing to the implementation of customized investment strategies that align with clients’ diverse financial goals.

His expertise covers a broad spectrum of public market asset classes, with significant focus on strategic asset allocation, portfolio rebalancing, and risk management across equities, fixed income, and alternative investments, as well as impact investing strategies when aligning client portfolios with personal values and ESG themes. Brent is deeply involved in portfolio construction processes and works with the operations and risk management teams to ensure best execution and disciplined investment management.

Brent’s career background includes progressive roles at Wealthspire Advisors since 2014 and prior experience in investment operations, financial planning, and client service at Bronfman Rothschild, Ameriprise Financial, and J.P. Morgan Private Bank. He holds a Bachelor of Science in Economics from Eastern Illinois University and maintains the Series 66 license, as well as Wisconsin Life and Health Insurance licenses.