CI Financial Executive and Leadership Team

Kurt MacAlpine, the Chief Executive Officer & Director at CI Financial, directs the company's overall strategic vision and operational execution. Overseeing global wealth management and asset management advisory services, MacAlpine ensures alignment with the company's mission to anticipate and respond to evolving client needs. This leadership role involves driving innovation across platforms and resources to deliver superior products and services. By focusing on sustainable growth, Kurt MacAlpine directly impacts the company's market position and commitment to generating strong returns for shareholders. The Chief Executive Officer & Director's purview extends to fostering a culture of continuous improvement and strategic foresight, essential for navigating the dynamic finance industry. MacAlpine's strategic direction guides the organization's expansion and platform evolution, solidifying CI Financial's commitment to client success and shareholder value.

Yvette Zhang, the Senior Vice President, Finance & Chief Financial Officer, CI Assante Wealth Management at CI Financial, directs financial strategy and oversight for a key division. Managing financial planning, reporting, and capital allocation, Zhang ensures fiscal health and supports strategic growth objectives. This role is crucial for maintaining the financial integrity of CI Assante Wealth Management and contributing to the overall financial performance of CI Financial. By optimizing financial operations and driving fiscal discipline, Yvette Zhang directly supports the company's commitment to generating strong returns for shareholders. The Senior Vice President, Finance & Chief Financial Officer's financial acumen is vital for navigating market complexities and ensuring sustainable profitability. Zhang's leadership ensures financial resources are effectively deployed to meet client service goals.

Ethan Feldman, the Chief Operating Officer at CI Financial, manages the day-to-day operations and ensures seamless execution of the company's strategic initiatives. Overseeing operational efficiency and resource allocation, Feldman drives the effective delivery of wealth management and asset management advisory services. This role is pivotal in refining internal processes and optimizing platforms to support client needs and business growth. By enhancing operational frameworks, Ethan Feldman directly contributes to the company's capacity for innovation and its commitment to providing superior client experiences. The Chief Operating Officer's focus on operational excellence underpins CI Financial's ability to adapt to market changes and deliver consistent shareholder value. Feldman's oversight ensures that the company's operational capabilities align with its long-term objectives.

Marc-André Lewis, the CI Financial President & Chief Investment Officer at CI Financial, leads the company's investment strategies and overall presidential direction. Overseeing investment portfolio management and asset allocation, Lewis drives the pursuit of strong returns for shareholders and clients. This role is central to delivering high-quality investment products and services within the global wealth management and asset management advisory sectors. By formulating and executing effective investment strategies, Marc-André Lewis directly enhances the value proposition for clients and stakeholders. The CI Financial President & Chief Investment Officer's expertise in capital markets is critical for navigating economic fluctuations and capitalizing on market opportunities. Lewis's leadership ensures investment performance aligns with CI Financial's core objectives.

Sean Etherington, the President, CI Assante Wealth Management at CI Financial, directs the strategic growth and operational success of this key wealth management division. Overseeing client relations and service delivery, Etherington ensures the highest standards of advisory services are met. This leadership position is vital for expanding market reach and enhancing client satisfaction within the wealth management sector. By driving the strategic agenda for CI Assante Wealth Management, Sean Etherington directly contributes to the overall success and shareholder value of CI Financial. The President's focus on client-centric strategies and operational excellence underpins the division's ability to anticipate and respond to evolving client needs. Etherington's leadership ensures the division remains a cornerstone of CI Financial's service offerings.

Derek Green, the President at CI Financial, holds a significant leadership position overseeing key strategic operations and business development initiatives. This role involves driving forward the company's mission to provide comprehensive wealth management and asset management advisory services across its various entities. Green's responsibilities focus on enhancing operational synergy and fostering innovation to meet the dynamic needs of clients. By championing strategic projects and operational improvements, Derek Green directly contributes to CI Financial's commitment to delivering exceptional products and services. The President's broad oversight ensures that different business units collaborate effectively to achieve collective goals and generate strong returns for shareholders. Green's leadership is instrumental in guiding the company's ongoing evolution and market responsiveness.

Tony Issa, the Chief Technology Officer at CI Financial, architects the company's technological infrastructure and digital strategy. Overseeing all aspects of technology development and deployment, Issa ensures that platforms and resources evolve to meet client demands and support business objectives. This critical role involves driving innovation in technology solutions that enhance service delivery and operational efficiency across global wealth management and asset management advisory services. By implementing cutting-edge technological advancements, Tony Issa directly contributes to the company's ability to provide high-quality products and services. The Chief Technology Officer's focus on robust and scalable systems is fundamental to CI Financial's ongoing success and its commitment to shareholder returns. Issa's leadership ensures the technological backbone supports the company's forward-thinking approach to client needs.

Richard Pooran, the Chief Technology Officer & Senior VP at CI Financial, spearheads critical technology initiatives and oversees senior technology functions. This dual role involves driving technological advancements that enhance the company's global wealth management and asset management advisory services. Pooran's responsibilities include ensuring technology platforms are robust, scalable, and responsive to the evolving needs of clients and the market. By leading key technology projects, Richard Pooran directly supports CI Financial's commitment to innovation and service quality. The Chief Technology Officer & Senior VP's strategic technology leadership is essential for maintaining a competitive edge and delivering strong returns to shareholders. Pooran's expertise ensures technology investments align with the company's overarching business strategy.

Edward Kelterborn, the Chief Legal Officer & Executive Vice President at CI Financial, oversees all legal affairs and corporate governance. Managing legal risk and ensuring compliance across the organization, Kelterborn provides critical counsel on regulatory matters impacting wealth management and asset management advisory services. This position is fundamental to safeguarding the company's operations and upholding its commitment to ethical business practices. By providing expert legal guidance, Edward Kelterborn directly supports CI Financial's ability to operate effectively and maintain client trust. The Chief Legal Officer & Executive Vice President's strategic legal insights are essential for navigating complex legal landscapes and protecting shareholder interests. Kelterborn's role ensures the company adheres to all applicable laws and regulations.