Matt Krauss

Chief Investment Officer at

Corient Private Wealth LLC

Finance

Consumer Services

Profile

Mr. Matthew J.
Krauss, CFA, is a Partner & Chief Investment Officer at Corient Private Wealth LLC.
He leads the strategic direction of Corient’s investment platform, serves as Chair of the Corient Investment Committee and focuses on delivering the firm’s best investment thinking to clients across the country.
With over 20 years of experience in investment management and portfolio construction, he has a broad understanding of the investment markets and how they impact personal financial planning.
Mr. Krauss started his career as an investment analyst and trader at Falcon Fund Management and worked for a single-family office before joining legacy firm RGT in Dallas.
He is a graduate of Duke University and is a Chartered Financial Analyst® Charterholder.

Matt Krauss active positions

Companies	Position	Start
Corient Private Wealth LLC Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates).	Chief Investment Officer	01/05/2025

All active positions of Matt Krauss

Former positions of Matt Krauss

Companies	Position	End
CI RGT Private Wealth LLC CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth's investment philosophy is grounded in the importance of asset allocation. They create balanced, well-diversified portfolios that can enable clients to capitalize on opportunities in a variety of investment environments.	Director of Research - Equity	01/12/2023

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Training of Matt Krauss

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Linked companies

Private companies	3
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CI RGT Private Wealth LLC CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth's investment philosophy is grounded in the importance of asset allocation. They create balanced, well-diversified portfolios that can enable clients to capitalize on opportunities in a variety of investment environments.	Finance
Corient Private Wealth LLC Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates).	Finance