Leadership Overview
CI Financial has 6 executives leading key functions including technology infrastructure, operational efficiency, digital innovation, legal compliance, investment strategy, and corporate leadership.
Focused on delivering superior wealth management solutions, CI Financial maintains a steadfast commitment to evolving financial platforms while generating consistent long-term value for global shareholders.
Focused on delivering superior wealth management solutions, CI Financial maintains a steadfast commitment to evolving financial platforms while generating consistent long-term value for global shareholders.
Leadership Roles at CI Financial
Ethan Feldman - Chief Operating Officer
Ethan Feldman, the Chief Operating Officer at CI Financial, manages the internal business processes and organizational efficiency of the firm. Overseeing the integration of newly acquired wealth management practices, the Chief Operating Officer streamlines workflows to maximize productivity across all regional offices. This leadership role involves coordinating cross-functional teams to ensure seamless execution of asset management advisory services. By refining operational frameworks, Ethan Feldman drives significant cost efficiencies and improves service delivery standards. The Chief Operating Officer works closely with the board to monitor performance metrics and implement strategic improvements that support sustainable growth. Through the rigorous application of process optimization, Feldman strengthens the firm's ability to scale operations effectively. This commitment to operational excellence ensures that the company remains responsive to the evolving demands of the global financial landscape while maintaining high-quality service standards for every client.
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 overarching investment philosophy and portfolio management strategies. Overseeing the global investment team, the CI Financial President & Chief Investment Officer identifies market opportunities to generate strong returns for shareholders. This leadership role involves setting the strategic direction for asset allocation and risk management across all investment products. By leveraging deep market insights, Marc-André Lewis optimizes portfolio performance to meet the diverse needs of wealth management clients. The CI Financial President & Chief Investment Officer collaborates with the executive leadership to ensure that investment strategies remain aligned with the firm's long-term mission. Through the rigorous analysis of global economic trends, Lewis drives the development of innovative investment solutions. This focus on performance and strategic foresight ensures that the company continues to deliver exceptional value in the competitive asset management sector.
Derek Green - President
Derek Green, the President at CI Financial, oversees the execution of corporate strategy and the daily management of business operations. Leading the executive team, the President ensures that all departments remain focused on the firm's core mission of providing high-quality wealth management and asset management services. This leadership role involves fostering a culture of innovation and excellence to drive sustainable growth across all regional markets. By aligning organizational goals with client needs, Derek Green enhances the firm's market position and competitive advantage. The President works closely with the board to evaluate performance and implement strategic initiatives that support long-term shareholder value. Through the effective management of corporate resources, Green ensures that the company remains agile and responsive to changing financial conditions. This commitment to strong leadership and operational discipline allows the firm to maintain its status as a leader in the global financial services industry.
Scott Dewar - Chief Technology Officer
Scott Dewar, the Chief Technology Officer at CI Financial, directs the enterprise-wide digital transformation strategy. Overseeing the modernization of core wealth management platforms, the Chief Technology Officer ensures robust cybersecurity protocols protect sensitive client data across North American operations. This leadership role involves architecting scalable cloud infrastructure to support rapid asset management growth. By integrating advanced data analytics into daily workflows, Scott Dewar optimizes the delivery of financial advisory services. The Chief Technology Officer collaborates with the executive team to align technical capabilities with long-term business objectives. Through the implementation of cutting-edge software solutions, Dewar enhances operational agility and improves the overall client experience. This focus on technological excellence allows the firm to maintain a competitive edge in the global financial services market while supporting the complex needs of diverse investment portfolios.
Richard Pooran - Chief Technology Officer & Senior VP
Richard Pooran, the Chief Technology Officer & Senior VP at CI Financial, leads the development of proprietary financial software and digital client interfaces. Overseeing the engineering teams, the Chief Technology Officer & Senior VP designs innovative tools that simplify complex investment management tasks for advisors. This leadership role involves managing the lifecycle of digital products to ensure alignment with the firm's wealth management mission. By prioritizing user-centric design, Richard Pooran improves the accessibility of financial data for clients across international markets. The Chief Technology Officer & Senior VP collaborates with other senior leaders to integrate emerging technologies into the existing service ecosystem. Through the continuous refinement of digital platforms, Pooran accelerates the speed of service delivery and enhances the overall value proposition. This focus on technical innovation ensures that the firm remains at the forefront of the asset management industry.
Edward Kelterborn - Chief Legal Officer & Executive Vice President
Edward Kelterborn, the Chief Legal Officer & Executive Vice President at CI Financial, governs the regulatory compliance and legal strategy for the entire organization. Overseeing the legal department, the Chief Legal Officer & Executive Vice President mitigates corporate risk while navigating the complex regulatory environments inherent in global wealth management. This leadership role involves providing counsel on mergers, acquisitions, and strategic partnerships that expand the firm's market presence. By establishing rigorous governance frameworks, Edward Kelterborn ensures that all business activities adhere to the highest ethical and legal standards. The Chief Legal Officer & Executive Vice President works with the executive team to protect shareholder interests and maintain corporate integrity. Through the proactive management of legal affairs, Kelterborn supports the firm's long-term stability and growth. This dedication to regulatory excellence provides a secure foundation for the company's ongoing expansion and commitment to client trust.
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Frequently Asked Questions Regarding CI Financial Top Executives and Leadership Team
