Leadership Overview
CI Financial has 6 executives leading key functions including operations, technology, investment strategy, legal affairs, and corporate leadership.
Focused on delivering superior wealth management solutions, CI Financial maintains a commitment to innovation and client-centric asset management while driving long-term value for shareholders across global markets.
Focused on delivering superior wealth management solutions, CI Financial maintains a commitment to innovation and client-centric asset management while driving long-term value for shareholders across global markets.
Leadership Roles at CI Financial
Ethan Feldman - Chief Operating Officer
Ethan Feldman, the Chief Operating Officer at CI Financial, directs the internal infrastructure and operational efficiency of the firm. Overseeing the integration of wealth management platforms, Feldman ensures that internal processes support the rapid scaling of asset management services. This leadership role involves streamlining cross-departmental workflows to enhance service delivery for clients across North American markets. By optimizing operational frameworks, Ethan Feldman directly impacts the firm's ability to maintain high-quality advisory standards. Feldman manages the alignment of administrative resources with the broader corporate strategy, ensuring that the organization remains agile in a competitive financial landscape. Through rigorous oversight of daily business functions, the Chief Operating Officer secures the operational foundation necessary for sustained growth and consistent performance in the global investment sector.
Derek Green - President
Derek Green, the President at CI Financial, executes the overarching corporate strategy and manages the firm's expansion into new wealth management markets. Overseeing the alignment of business units, Green ensures that the organization maintains a consistent focus on client-centric advisory services. This leadership role involves driving growth initiatives and fostering relationships with key stakeholders to strengthen the firm's market position. By monitoring performance metrics across all divisions, Derek Green directly impacts the company's ability to generate strong returns for shareholders. Green coordinates with the executive team to refine the firm's long-term vision and operational priorities. Through the management of high-level corporate initiatives, the President secures the firm's reputation as a leader in the global asset management industry, ensuring that strategic goals translate into tangible business outcomes and sustained financial success.
Marc-André Lewis - CI Financial President & Chief Investment Officer
Marc-André Lewis, the CI Financial President & Chief Investment Officer at CI Financial, directs the firm's global investment philosophy and asset allocation strategies. Overseeing the management of diverse investment portfolios, Lewis ensures that the firm's products meet the evolving needs of clients. This leadership role involves analyzing market trends to optimize risk-adjusted returns across international markets. By guiding the investment team, Marc-André Lewis directly impacts the performance and quality of the firm's asset management offerings. Lewis collaborates with the board to define the firm's investment mandate and long-term financial objectives. Through the rigorous application of analytical research and market insights, the CI Financial President & Chief Investment Officer secures the firm's competitive edge, ensuring that investment strategies remain robust and aligned with the overarching mission of delivering superior value to clients.
Scott Dewar - Chief Technology Officer
Scott Dewar, the Chief Technology Officer at CI Financial, architects the digital transformation and cybersecurity frameworks essential for modern wealth management. Managing the development of proprietary client-facing platforms, Dewar ensures that technological capabilities remain at the forefront of the industry. This role involves overseeing the implementation of scalable cloud infrastructure to support global asset management operations. By prioritizing data integrity and system reliability, Scott Dewar directly impacts the security and accessibility of client portfolios. Dewar collaborates with executive leadership to align technical roadmaps with long-term business objectives, fostering an environment of continuous digital innovation. Through the deployment of advanced analytical tools, the Chief Technology Officer drives efficiency across the firm's digital ecosystem, ensuring that technological assets provide a distinct competitive advantage in the evolving financial services market.
Richard Pooran - Chief Technology Officer & Senior VP
Richard Pooran, the Chief Technology Officer & Senior VP at CI Financial, manages the strategic deployment of enterprise software and internal automation systems. Focusing on the modernization of legacy platforms, Pooran ensures that the firm's technological architecture supports complex asset management requirements. This leadership position involves overseeing the integration of third-party financial tools into the existing corporate ecosystem to enhance advisor productivity. By driving the adoption of emerging technologies, Richard Pooran directly impacts the firm's operational agility and service speed. Pooran coordinates with senior management to mitigate technical risks while expanding the digital footprint of the organization. Through the oversight of large-scale IT initiatives, the Chief Technology Officer & Senior VP secures the technological infrastructure required to maintain high standards of client service and operational excellence across diverse financial portfolios.
Edward Kelterborn - Chief Legal Officer & Executive Vice President
Edward Kelterborn, the Chief Legal Officer & Executive Vice President at CI Financial, manages the firm's legal affairs, regulatory compliance, and corporate governance frameworks. Overseeing the legal department, Kelterborn ensures that all business activities adhere to international financial regulations and internal policies. This leadership role involves mitigating legal risks associated with global wealth management operations and complex asset management transactions. By providing strategic counsel to the executive team, Edward Kelterborn directly impacts the firm's ability to navigate the regulatory landscape while pursuing growth opportunities. Kelterborn coordinates with external regulators and legal partners to protect the firm's interests and maintain high standards of corporate integrity. Through the oversight of legal strategy and compliance initiatives, the Chief Legal Officer & Executive Vice President secures the firm's operational stability and reputation in the highly regulated financial services sector.
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Frequently Asked Questions Regarding CI Financial Top Executives and Leadership Team
