Matt Krauss
Directeur van Onderzoek - Eigen Vermogen bij CI RGT Private Wealth LLC
Profiel
Mr. Matthew J.
Krauss, CFA, is a Partner & Chief Investment Officer at CI RGT Private Wealth LLC.
He joined the firm in 2010.
In addition to serving as Chief Investment Officer, Mr. Krauss leads the Research and Investment Management Team and serves as a Member of Executive Committee.
He has over 20 years of experience in investment management and portfolio construction, he brings a broad understanding of the investment markets and how they impact personal financial planning in client relationships.
He also serves on the board of Leadership Edge Incorporated, a service-based organization focused on developing next generation leaders through mentoring.
Mr. Krauss was an Investment Analyst and Trader at Falcon Fund Management, and also worked for a single family office.
Mr. Krauss received his Bachelor of Science in Economics from Duke University.
He is a member of the CFA Society of Dallas-Fort Worth and is active in the community.
Actieve functies van Matt Krauss
| Bedrijven | Functie | Begin |
|---|---|---|
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Directeur van Onderzoek - Eigen Vermogen | 01-02-2020 |
Opleiding van Matt Krauss
| Duke University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Finance |