Matt Krauss
Director of Research - Equity at CI RGT Private Wealth LLC
Profile
Mr. Matthew J.
Krauss, CFA, is a Partner & Chief Investment Officer at CI RGT Private Wealth LLC.
He joined the firm in 2010.
In addition to serving as Chief Investment Officer, Mr. Krauss leads the Research and Investment Management Team and serves as a Member of Executive Committee.
He has over 20 years of experience in investment management and portfolio construction, he brings a broad understanding of the investment markets and how they impact personal financial planning in client relationships.
He also serves on the board of Leadership Edge Incorporated, a service-based organization focused on developing next generation leaders through mentoring.
Mr. Krauss was an Investment Analyst and Trader at Falcon Fund Management, and also worked for a single family office.
Mr. Krauss received his Bachelor of Science in Economics from Duke University.
He is a member of the CFA Society of Dallas-Fort Worth and is active in the community.
Matt Krauss active positions
| Companies | Position | Start |
|---|---|---|
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Director of Research - Equity | 2020-01-31 |
Training of Matt Krauss
| Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Finance |
- Stock Market
- Insiders
- Matt Krauss