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Michael Moriarty

Chief Investment Officer at Wealthspire Advisors, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Wealthspire AdvisorsChief Investment OfficerOct 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 AdvisoryChief Investment OfficerJul 2017 to Present
Head of Investment Committee
Dynasty Financial PartnersHead of Investment PlatformJan 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 LLCChief 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 MorganManaging DirectorJan 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 StearnsSenior Managing DirectorJan 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

Hedge Funds
Portfolio Management
Equities
Fixed Income
Asset Allocation
Alternative Investments
Investments
Mutual Funds
Asset Management
Series 7
Derivatives
Venture Capital
Capital Markets
Management
Private Equity
Business Analysis
Trading
Account Management
Finance
Financial Services

Others at Wealthspire Advisors, LLC (7)

NameRoleLocation
Brent Katterheinrich
Brent Katterheinrich
Vice President, Investments - TraderMadison, WI , United States
C
Craig Amico
Vice President, InvestmentsNew York, NY , United States
Jakub Malecki
Jakub Malecki
Investment AssociateDelray Beach, FL , United States
Justin Hult
Justin Hult
Senior Vice President, InvestmentsSan Francisco, CA , United States
Michael Price
Michael Price
Senior Vice President, InvestmentsNew York, NY , United States
Spencer Weiss
Spencer Weiss
Portfolio AnalystNew York, NY , United States
Catherine Gomez
Catherine Gomez
Senior Associate - Investments and TradingStamford, CT , United States

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