Vitaliy Katsenelson has been CEO, Chief Compliance Officer of Investment Management Associates since April 2017, is a control person of the firm and directly owns 75% or more of it. Vitaliy Katsenelson holds a BS in Finance from the University of Colorado at Denver and an MS in Finance from the University of Colorado at Denver.
Investment Management Associates, Inc. is a Greenwood Village, CO firm with $810M under management, 383 clients and 4 advisers in one office, as of its May 2026 filing.
Vitaliy Katsenelson is CEO & Chief Investment Officer of Investment Management Associates. He has taught graduate-level finance at the University of Colorado at Denver and has authored two books on investing. He also publishes a newsletter and The Intellectual Investor Podcast.
- – present · 25 yearsGreenwood Village, CO · Adviser representative · Firm CRD 110900
Investment adviser representative registrations
Vitaliy Katsenelson is registered as an investment adviser representative in 2 states. The first approvals date from November 2000; the most recent is Colorado, in December 2000.
- ColoradoSince 28 December 2000
- TexasSince 28 November 2000
Examinations
No examinations are on Vitaliy Katsenelson’s record.
- Full name
- Vitaliy N Katsenelson
- CRD
- 4392655
- Firm
- Investment Management Associates · CRD 110900
- Role
- CEO, Chief Compliance Officer
- Office
- 5690 DTC BLVD, SUITE 140W, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- imausa.com
Where does Vitaliy Katsenelson work?
Vitaliy Katsenelson has been CEO, Chief Compliance Officer of Investment Management Associates, Inc. since April 2017, and is a control person of the firm.
Is Vitaliy Katsenelson a financial advisor?
Yes. Vitaliy Katsenelson has a current investment-adviser registration in Colorado and Texas, through Investment Management Associates since November 2000.
How many years of experience does Vitaliy Katsenelson have?
Vitaliy Katsenelson has 25 years in the financial industry, since November 2000, across 1 adviser firm.
Where is Vitaliy Katsenelson based?
Vitaliy Katsenelson’s registered office is in Greenwood Village, CO.
Is Vitaliy Katsenelson registered with FINRA?
No. Vitaliy Katsenelson has no current broker registration.
How can I verify Vitaliy Katsenelson’s record?
Search CRD 4392655 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vitaliy Katsenelson’s full registration record.