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Matt Krauss
Direttore degli Investimenti presso
Corient Private Wealth LLC
Profilo
Mr. Matthew J.
Krauss, CFA, is a Partner & Chief Investment Officer at Corient Private Wealth LLC.
He leads the strategic direction of Corient’s investment platform, serves as Chair of the Corient Investment Committee and focuses on delivering the firm’s best investment thinking to clients across the country.
With over 20 years of experience in investment management and portfolio construction, he has a broad understanding of the investment markets and how they impact personal financial planning.
Mr. Krauss started his career as an investment analyst and trader at Falcon Fund Management and worked for a single-family office before joining legacy firm RGT in Dallas.
He is a graduate of Duke University and is a Chartered Financial Analyst® Charterholder.
Posizioni attive di Matt Krauss
| Società | Posizione | Inizio |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Direttore degli Investimenti | 01/05/2025 |
Precedenti posizioni note di Matt Krauss
| Società | Posizione | Fine |
|---|---|---|
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth's investment philosophy is grounded in the importance of asset allocation. They create balanced, well-diversified portfolios that can enable clients to capitalize on opportunities in a variety of investment environments. | Direttore della Ricerca - Azioni | 01/12/2023 |
Formazione di Matt Krauss
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
98
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth's investment philosophy is grounded in the importance of asset allocation. They create balanced, well-diversified portfolios that can enable clients to capitalize on opportunities in a variety of investment environments. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Finance |
