CI Bluestein Private Wealth is comprised of experienced professionals dedicated to the goal of achieving superior investment results by emphasizing both preservation of capital and long-term growth. We are committed to a customized approach to risk management and the highest level of client service. We are a fiduciary and comply with the strictest standards to always put our clients' interests first.
RH Bluestein was founded in 1991 and had roots dating back more than 50 years. In 2021, we became a partner firm of CI Private Wealth. CI is a permanent strategic partner committed to providing resources that deepen our expertise. Through our combined experience, we are able to provide advice on the complex financial situations our multi-generational clients face. We have offices in Michigan and New York and serve clients across the country.
At CI Bluestein Private Wealth, our team has an uncommon depth of expertise and breadth of experience. When you work with us, you gain the collective expertise and experience of our entire firm. We work together to manage your wealth from a comprehensive perspective in order to help seamlessly serve your financial needs. Click on a name to get to know our team.
Chief Compliance Officer
Senior Managing Director
Senior Vice President
Head Trader , Vice President
Chief Financial Officer
Senior Portfolio Analyst
Vice President , Head of Cashiering Services
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CI Bluestein Private Wealth