Matt Krauss

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Corient Private Wealth LLC

Finance

Consumer Services

Profil

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.

Aktiva positioner av Matt Krauss

Företag	Position	Start
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).	Chef för investeringar	2025-05-01

Alla aktiva positioner av Matt Krauss

Tidigare kända positioner av Matt Krauss

Företag	Position	Slut
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.	Direktör för Forskning - Aktier	2023-12-01

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Privata företag	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