Profil
Mr. Gregory J.
Walters, CFA, is a Partner & Chief Compliance Officer at Corient Capital Partners LLC.
He has over 15 years of investment experience.
Previously, Mr. Walters was a Wealth Management Advisor at Merrill Lynch for 7 years.
Prior to that, he worked at Goldman Sachs in the Private Wealth Management Division in the New York and Los Angeles offices.
He received his BS in Accounting from Brigham Young University.
Postes actifs de Greg Walters
| Sociétés | Poste | Début |
|---|---|---|
Corient Capital Partners LLC
 Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Fondateur | 01/01/2015 |
Formation de Greg Walters
| Brigham Young University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Finance |
