We are a registered investment advisor specializing in separately managed U.S. Equity portfolios. Our predecessor firm, Bowling Portfolio Management, provided investment management services to investors from 1982 - 2020. At that time, we joined CI Financial to become a partner firm of CI Private Wealth. CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are.

A TEAM APPROACH

At CI Bowling Private Wealth, our team has an uncommon depth of expertise and breadth of experience—in fact, most have been together for decades. When you work with us, you gain the collective expertise and experience of our firm and our CI Private Wealth partners. Simply click on a name to get to know our team.

 

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Darren Kavesh

Partner, President & CEO

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Ed Rountree

Wealth Advisor

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Ted Lenihan

Trader & Analyst

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Tricia Powell

Operations Director

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Linda A. Wallace

Client Service Manager

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Karen R. Wienkamp

Client Service Manager

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