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About
Michael Moriarty is the Chief Investment Officer at Wealthspire Advisors, where he leads investment research and strategy from the firm's New York headquarters. In this capacity, he oversees the development and implementation of investment policies, working closely with the investment committee to set portfolio construction frameworks, guide manager selection, and refine overall market positioning for client portfolios.
Throughout his career, Michael has managed investment strategies spanning public and private equity, fixed income, real assets, hedge funds, and private credit, with particular recent focus on private equity fund structures and alternative investment allocations. He brings over two decades of leadership experience from roles at Dynasty Financial Partners, Citadel, J.P. Morgan, and Bear Stearns, where he directed global teams and was instrumental in formalizing model portfolios across multiple asset classes.
Michael is a graduate of Davidson College (Phi Beta Kappa) with a BA in History, and earned a master’s degree in Law and Diplomacy, concentrating in International Economics, from The Fletcher School at Tufts University. His professional expertise is recognized in the investment industry for his rigorous manager due diligence processes and for contributions in shaping resilient portfolio strategies incorporating both traditional and alternative investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealthspire Advisors | Chief Investment Officer | Oct 2019 to Present | Michael joined the firm in 2017. As Chief Investment Officer, Michael oversees investment research and strategy, and works closely with the other members of the investment committee to enact investmen... |
| Sontag Advisory | Chief Investment Officer | Jul 2017 to Present | Head of Investment Committee |
| Dynasty Financial Partners | Head of Investment Platform | Jan 2013 to Jun 2017 | Head of Investment Platform for $25B+ Network of RIAs and Hybrid Advisors
Responsible for: Recommended Manager List across ETFs, funds, SMAs, and LPs; model portfolios; manager mapping for new Adviso... |
| Citadel LLC | Chief Operating Officer (COO) | Jan 2009 to Jan 2012 | COO for PioneerPath/Surveyor Capital
Oversaw growth from 15 sector-based equity long/short managers to 40+, one location to three
Responsible for: primary liaison between the PMs/analysts and the St... |
| JP Morgan | Managing Director | Jan 2008 to Jan 2009 | Head of the Hedge Fund Linked Business for the Americas
Oversaw the integration of the Bear Stearns and JP Morgan hedge fund linked businesses |
| Bear Stearns | Senior Managing Director | Jan 2000 to Jan 2008 | Global Head of the Hedge Fund Linked Business (reported through Equity Derivatives)
Oversaw book of $12B+ in hedge fund investments across every major style and strategy; managed global team in New Y... |
Education
The Fletcher School at Tufts University
International Economics
1995 — 1997
Davidson College
Bachelor of Arts, History
1988 — 1992
George Washington High School - Charleston, WV
Skills & Expertise
Others at GM Advisory Group, Inc. (7)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments - Trader | Madison, WI , United States | |
C Craig Amico | Vice President, Investments | New York, NY , United States |
| Investment Associate | Delray Beach, FL , United States | |
| Senior Vice President, Investments | San Francisco, CA , United States | |
| Senior Vice President, Investments | New York, NY , United States | |
| Portfolio Analyst | New York, NY , United States | |
| Senior Associate - Investments and Trading | Stamford, CT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Investment Analyst and Financial Planning Associate | Wealth Alliance | Rockville Centre, NY , United States | |
| Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States | |
| Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States | |
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |