Greg Walters active positions
| Companies | Position | Start | End |
|---|---|---|---|
Corient Capital Partners LLC
 Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Founder | 31/12/2014 | - |
| Compliance Officer | 31/12/2021 | - | |
| Portfolio Manager-Equities | 31/12/2014 | - | |
| Chief Investment Officer | 31/12/2014 | 31/12/2021 | |
| Head of Private Banking | 31/12/2014 | 31/12/2021 |
Career history of Greg Walters
Training of Greg Walters
| Brigham Young University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Finance |
- Stock Market
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- Greg Walters
- Experience
