A wealth of experience working for you

At CI KORE Private Wealth, you gain the collective expertise and experience of our entire firm. We work together to manage your wealth from a 360-degree perspective, going beyond investments and wealth management to help you in all facets of your life. Simply click on our bios to get to know our team.

Headshot

Aaron Dym, CFA, CFP

Assistant Vice President, Analyst

View Bio

 

Headshot

Adam Katz

Partner, Private Wealth Advisor

View Bio

 

Headshot

Andrew Nathin, CFP

Associate, Private Wealth Relationship Manager

View Bio

 

Headshot

Andrew Rinaldi

Partner, Private Wealth Advisor

View Bio

 

Headshot

Anna Waldron, CFA

Assistant Vice President, Analyst

View Bio

 

Headshot

Ben Sax

Partner, Private Wealth Advisor

View Bio

 

Headshot

Boris Yu, CFA

Vice President, Private Wealth Advisor

View Bio

 

Headshot

Chad Jaffee, CFP

Vice President, Head of Planning

View Bio

 

Headshot

Elizabeth Sidun

Associate, Private Wealth Relationship Manager

View Bio

 

Headshot

Eric Bodner

Partner, Private Wealth Advisor, Portfolio Manager

View Bio

 

Headshot

Erica Franckowiak

Associate, Private Wealth Relationship Manager

View Bio

 

Headshot

Erik Morris

Head Of Compliance

View Bio

 

Headshot

Gabriel Hines, CFA

Vice President

View Bio

 

Headshot

Jake Roman

Lending Specialist

View Bio

 

Headshot

Jennie Sowers, CFP

Partner, Private Wealth Advisor

View Bio

 

Headshot

Jeremy Wittenberg, CFP

Assistant Vice PresidenT, Analyst

View Bio

 

Headshot

Josh Cantor

Associate, Private Wealth Relationship Manager

View Bio

 

Headshot

Leigh Pravda

Managing Director, COO/CCO

View Bio

 

Headshot

Lucia Marcozzi

Associate, Private Wealth Relationship Manager

View Bio

 

Headshot

Margaret Hay

Director, Senior Portfolio Manager

View Bio

 

Headshot

Megan Beach

Associate, Private Wealth Relationship Manager

View Bio

 

Headshot

Meredith Farber, CFA

Vice President, Analyst

View Bio

 

Headshot

Michael Finkel

Vice President, Analyst/Capital Markets

View Bio

 

Headshot

Mike Theesfeld, CIMA

Vice President, Private Wealth Advisor

View Bio

 

Headshot

Paul Lee, PhD

Vice President, Technology

View Bio

 

Headshot

Rob Papa

Relationship Manager

View Bio

 

Headshot

Robert Ellis, CFA

Vice President, Portfolio Manager

View Bio

 

Headshot

Samantha Ram

Assistant Vice President, Head of Client Service

View Bio

 

Headshot

Steven Smith

Director

View Bio

 

Headshot

Vivek Jindal

Chief Investment Officer

View Bio

 

 

 

LET'S TALK

Discover how we can help you create true wealth.
CONTACT US