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Jonathan Vree
Portfolio Manager-Equities at Corient Private Wealth LLC
Profile
Mr. Jonathan T.
Vree is a Partner & Wealth Advisor at Corient Private Wealth LLC.
Mr. Vree was previously employed as a Partner & Wealth Advisor by Gofen & Glossberg LLC and a Portfolio Manager by The Northern Trust Co.
He received his undergraduate degree from the University of Michigan and an MBA from Northwestern University.
Jonathan Vree active positions
Companies | Position | Start |
---|---|---|
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Portfolio Manager-Equities | 30/11/2022 |
Former positions of Jonathan Vree
Companies | Position | End |
---|---|---|
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Portfolio Manager-Equities | - |
Training of Jonathan Vree
University of Michigan | Undergraduate Degree |
Northwestern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Finance |
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