Profiel
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.
Actieve functies van Matt Krauss
| Bedrijven | Functie | Begin |
|---|---|---|
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). | Chief Investment Officer | 01-05-2025 |
Eerdere bekende functies van Matt Krauss
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Directeur van Onderzoek - Eigen Vermogen | 01-12-2023 |
Opleiding van Matt Krauss
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















