Corient
Kurt is Partner and CEO of Corient and CEO and Director of CI Financial. As CEO of CI
Financial, he has introduced a new strategic direction for CI, which resulted in the
creation and growth of Corient, launched in 2020 in the US. As of December 2024,
Corient has grown to $177bn in client assets and has integrated over 40 firms into
one, unified wealth manager. Within Corient, Kurt developed a unique private
partnership model in which ~240 Partners are equity owners in the business.
Corient's partnership of equals promotes collaboration and incentivizes our Partners
and colleagues to bring the best that Corient has to offer to each and every client.
Prior to CI, Kurt was EVP and Head of Global Distribution for WisdomTree Asset
Management and Partner/Leader of the North American Asset Management Practice
at McKinsey & Company. Kurt holds a Bachelor of Commerce degree from Saint
Mary’s University and an MBA from Queen’s University.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.