About us

Kurt is a Partner and CEO of Corient and CEO and Director of CI Financial. As CEO of CI Financial, he introduced a new strategic direction for CI that resulted in the creation and growth of Corient, which was launched in 2020 in the US. Within Corient, Kurt developed a unique private partnership model in which all partners are equity owners in the business. Corient’s partnership of equals promotes collaboration and incentivizes our Partners 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.

Leonard is a Partner and Chief Operating Officer (COO) of Corient. As COO, he is responsible for overseeing the firm’s operations, technology, trading, legal, compliance and real estate teams. He also leads transformation teams that build and power the innovative operating platform that differentiates Corient’s client solutions and services. Prior to Corient, Leonard was a Managing Director at Citadel, a leading hedge fund, where he held a variety of senior leadership roles, including Chief Operating Officer of Global Equities. Prior to Citadel, he worked at McKinsey & Company and was a successful entrepreneur early in his career. Leonard serves on the Board of Directors of Baptist Health Foundation. He received his bachelor’s degree from the University of North Carolina at Chapel Hill, where he was captain of the tennis team, and his MBA from the University of Chicago Booth School of Business.

Julie is a Partner and Chief Marketing Officer (CMO) of Corient and CI Financial. She is responsible for all aspects of global branding and communications. She joined the firm in 2020. Prior to CI, Julie served as CMO at WisdomTree Investments for 14 years, building the company’s brand from a start-up to a leading global ETF firm. Prior to that, she was a Senior Vice President at Bank of America (BAC) overseeing marketing for their Private Bank, then the largest in the country. Before BAC, Julie held senior marketing roles at Citigroup and Fidelity. She is a graduate of New York University.

Manisha is a Partner and Chief Human Resources Officer (CHRO) of CI Financial and Corient. In this role, Manisha leads the HR Function, including Total Rewards, Learning and Leadership, Employee Relations, HR Systems and Governance, Corporate Giving and Talent Acquisition. Throughout her career, Manisha held senior HR, Business and Transformation roles at global organizations including EY, GE, RBC and BMO. Most recently at BMO, Manisha’s roles included CHRO of Capital Markets and Wealth International, the Head of Talent Management and the Head of Client Experience and Workforce Effectiveness. Manisha holds a master’s degree in industrial relations from the University of Toronto, an undergraduate degree in psychology and research methods from the University of Western Ontario and a certificate in business management from the London School of Economics.

Andrew is a Partner and Chief Solutions Officer at Corient. Andrew is responsible for managing Corient’s traditional investment strategy and platform, which provides leading investment capabilities for clients. He oversees our wealth planning function, delivering comprehensive financial planning as well as sophisticated wealth transfer strategies. Additionally, Andrew manages our family office services, including Corient’s tax business, personal CFO services and corporate trustee services provided through Corient Trust Company. Prior to Corient, Andrew worked at Millennium Management, a leading global hedge fund, serving in multiple strategic and operational roles, and before that, at the Boston Consulting Group, covering corporate clients within a range of financial services. Andrew is a graduate of Duke University and holds an MBA from Harvard Business School.

Peter is a Partner and Head of M&A at Corient, where he leads the firm’s mergers and acquisitions efforts and drives its integration strategies. Peter joined CI Financial in 2003 following its acquisition of Assante Wealth Management. Before taking on his current role at Corient, he held various positions across both the asset and wealth management sectors at CI Financial. Peter holds a degree from Concordia University.

Peter is a Partner and Head of Alternatives for Corient and CI Financial. He oversees sourcing, diligence and administration for Corient's private fund assets help deliver on clients’ goals. Peter is also the Regional Managing Partner for the NY/Tri-State Wealth Advisory team at Corient. Prior to Corient, Peter was a Partner at Boston Consulting Group (BCG) in the Asset and Wealth Management practice. Prior to BCG, Peter was the Head of Data Intelligence and Strategy at WisdomTree Asset Management. Peter started his career at McKinsey & Company and holds a PhD from Scripps Research and a BA from Carleton College.

Francisco is a Partner and Chief Financial Officer (CFO) of Corient. He brings more than 25 years of experience in global finance and corporate strategy and joined us from Citigroup, where he served as CFO for Europe, Middle East and Africa. He spearheaded Citi’s finance modernization, governance and technology transformation, giving him deep knowledge of data management, regulatory reporting and capital planning. Francisco was also CFO of Citibanamex and the Latin American Region. Prior to that, Francisco worked at Smith Barney and Citi Private Bank, where he was involved in several M&A deals (Legg Mason, Wachovia and the sale to Morgan Stanley). He is a graduate of the Buenos Aires Institute of Technology (ITBA) and holds an MBA from the Tuck School of Business at Dartmouth.

Darren is a Partner and Head of US Wealth Advisory of Corient. He is responsible for managing the firm’s advisors, overseeing strategic initiatives, attracting and retaining new clients and helping to ensure clients receive the best possible advice. Previously, Darren was the Co-Founder of an acquired wealth management firm that ultimately joined Corient. Before co-founding his firm, Darren was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch and a Vice President at Goldman Sachs & Co. in the Private Wealth Management Division. Darren is actively involved in the community, including the Planned Giving Committee of the Hoag Hospital Foundation and the National Advisory Council of the Marriott School of Management at Brigham Young University. In his spare time, Darren enjoys surfing, golfing, cycling and spending time with his family. Darren holds an MBA in finance from The Wharton School, University of Pennsylvania, and a BA from Brigham Young University.

Matt is a Partner and Chief Investment Officer (CIO) at Corient. 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 more than 20 years of experience in investment management and portfolio construction, Matt has a broad understanding of the investment markets and how they impact personal financial planning. He 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. Matt held a series of investment roles at RGT, ultimately earning the position of CIO. He is a graduate of Duke University and is a Chartered Financial Analyst® Charterholder.

*Disclosure: CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Scott is a Partner and General Counsel for Corient. He's responsible for all US legal matters. Prior to Corient, he oversaw all legal and compliance matters for Freestone Capital Management, an RIA and private fund manager in Seattle, Washington. Before Freestone, Scott was senior counsel at HBK Capital Management, a global multi-strategy hedge fund manager based in Dallas, Texas. He began his career in private practice at the Dallas office of Weil, Gotshal & Manges. Scott holds a JD from the University of Miami School of Law and a BA in International Relations from University of the Pacific.

Giuseppe is a Partner and Executive Chairman of EMEA at Corient. His experience includes positions with Stonehage Fleming and Deloitte & Touche. Giuseppe helped Stonehage Fleming to develop an extensive range of expertise and cross-border services, which enabled the Group to become one of the leading Family Offices in the world. Giuseppe holds Bachelor of Commerce and Bachelor of Law (cum laude) degrees from the University of Stellenbosch, South Africa and was admitted as an Advocate of the Supreme Court of South Africa. He also earned a Graduate Diploma in Accountancy from the University of Cape Town, South Africa in and held the Chartered Accountant designation.

Daniel is a Partner and Chief Executive Officer of EMEA at Corient. He has decades of experience advising prominent families, entrepreneurs, corporations, and governments. His experience includes positions with Stanhope Capital, UBS Warburg in London and Paris, and a private equity fund backed by CVC Capital Partners. Daniel founded the Independent Investment Management Initiative and sits on several prominent boards. Daniel holds a Master of Business Administration from Harvard Business School, a Master in Economics from Sciences-Po Paris, and a Master of Science in Finance from Université Paris-Dauphine. He regularly contributes economic and financial editorials to leading newspapers and is the author of "Le Choc des capitalismes"—2013 winner of both the Turgot prize for Economic Book of the Year as well as the HEC/Manpower prize. The English version, "Capital Wars" was published in the United Kingdom in 2014.

Stuart is a Partner and President of EMEA at Corient. With experience at Stonehage Fleming and others, Stuart has more than 30 years of international management experience in banking, wealth and financial services across four continents. He is a trusted client and people centric leader, with a passion for individuals to achieve their maximum potential. Stuart holds a Bachelor (Hons) degree in Banking and Finance, Corporate Finance and Securities Law from Loughborough University.