CI Financial Executive and Leadership Team

Ethan Feldman, the Chief Operating Officer at CI Financial, directs internal business processes and operational efficiency across the entire organization. Overseeing the integration of newly acquired wealth management firms, the Chief Operating Officer ensures seamless transitions and consistent service quality. This leadership role involves streamlining administrative workflows to support the firm's global asset management objectives. By implementing scalable operational frameworks, Ethan Feldman directly impacts the firm's ability to handle increased transaction volumes. Feldman collaborates with the executive team to refine internal policies and enhance productivity across all departments. Through the management of cross-functional teams, the Chief Operating Officer drives the execution of strategic initiatives designed to improve profitability. Ultimately, Feldman optimizes the operational infrastructure to support the long-term mission of providing high-quality financial products to clients while maintaining a lean and effective corporate structure.

Marc-Andre Lewis, the CI Financial President & Chief Investment Officer at CI Financial, directs the overarching investment strategy and portfolio management philosophy. Overseeing the firm's global asset allocation, the CI Financial President & Chief Investment Officer ensures that all investment products align with the firm's commitment to strong shareholder returns. This leadership role involves analyzing macroeconomic trends to guide the firm's market positioning. By managing the performance of diverse investment funds, Marc-Andre Lewis directly impacts the financial outcomes for the firm's clients. Lewis collaborates with the executive team to refine the firm's investment methodology and expand the range of available financial services. Through the oversight of research and portfolio management teams, the CI Financial President & Chief Investment Officer maintains rigorous standards for risk management. Ultimately, Lewis secures the firm's reputation for excellence by delivering consistent, high-quality investment results across all market cycles.

Scott Dewar, the Chief Technology Officer at CI Financial, directs the development and maintenance of digital platforms supporting global wealth management services. Overseeing the modernization of client-facing interfaces, the Chief Technology Officer ensures secure and efficient access to investment data. This leadership role involves architecting robust cloud infrastructure to handle complex asset management calculations. By prioritizing cybersecurity and data integrity, Scott Dewar directly impacts the trust and reliability of the firm's digital ecosystem. Dewar collaborates with investment teams to deploy advanced analytical tools that improve portfolio performance tracking. Through the implementation of cutting-edge software solutions, the Chief Technology Officer drives digital transformation across the organization. Ultimately, Dewar secures the firm's competitive advantage by leveraging technology to enhance the overall client experience and streamline internal data processing capabilities for the entire enterprise.

Richard Pooran, the Chief Technology Officer & Senior VP at CI Financial, directs the strategic alignment of enterprise-wide technology initiatives with long-term business goals. Overseeing the integration of legacy systems with modern financial technology, the Chief Technology Officer & Senior VP ensures operational agility. This leadership role involves managing large-scale IT projects that support the firm's asset management advisory services. By fostering innovation in financial software, Richard Pooran directly impacts the efficiency of the firm's investment platforms. Pooran coordinates with the Board to allocate resources toward high-impact technological advancements. Through the oversight of technical talent and development pipelines, the Chief Technology Officer & Senior VP maintains a high standard of system performance. Ultimately, Pooran drives the digital evolution of the firm, ensuring that all technological assets remain fully optimized to support the complex needs of global wealth management clients.

Edward Kelterborn, the Chief Legal Officer & Executive Vice President at CI Financial, directs all legal, regulatory, and compliance functions across the firm's global operations. Overseeing the navigation of complex financial regulations, the Chief Legal Officer & Executive Vice President ensures that all business activities adhere to the highest standards of corporate governance. This leadership role involves managing legal risks associated with wealth management and asset management advisory services. By providing strategic counsel to the Board, Edward Kelterborn directly impacts the firm's ability to pursue growth opportunities safely. Kelterborn coordinates with external regulators to maintain the firm's standing in international markets. Through the oversight of legal teams, the Chief Legal Officer & Executive Vice President protects the firm's interests during mergers and acquisitions. Ultimately, Kelterborn secures the firm's long-term stability by mitigating legal exposure and ensuring full compliance with all applicable financial laws.

Michael Mallinos, the Managing Director at CI Financial, directs high-level wealth management initiatives across North American markets. Overseeing complex client advisory portfolios, the Managing Director ensures alignment with the broader asset management goals of the firm. This leadership role involves identifying emerging market opportunities and refining service delivery models to meet evolving investor needs. By fostering strong relationships with institutional partners, Michael Mallinos directly impacts the expansion of the firm's footprint. Mallinos coordinates with other senior leaders to integrate specialized financial products into the existing advisory framework. Through rigorous oversight of regional performance metrics, the Managing Director maintains the high standards of service expected by the client base. Ultimately, Mallinos secures long-term growth by optimizing the delivery of sophisticated investment solutions to a diverse range of high-net-worth individuals and institutional entities.