Paul Platkin
Portfolio Manager-Aktien bei Corient Private Wealth LLC
Profil
Mr. Paul S.
Platkin, CFA MBA, is a Partner at Corient Private Wealth LLC.
He leads our due diligence efforts for private investments on Corient’s alternative platform.
Mr. Platkin was previously co-CIO of legacy firm CI RegentAtlantic.
Prior to that, he served as CIO at Hillview Capital from 2016 to 2019, when the firm combined with RegentAtlantic.
Before this, he spent three years as CIO of Gruss & Co., a substantial single-family office located in New York and Florida.
From 2003 through 2012, he served as CIO of Robeco-Sage Capital Management.
He holds an MBA in Finance and International Business from Columbia Business School and a BSBA in Finance from Georgetown University.
Paul is a Chartered Financial Analyst.
Aktive Positionen von Paul Platkin
| Unternehmen | Position | Beginn |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Paul Platkin
| Unternehmen | Position | Ende |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Chief Investment Officer | 31.03.2023 |
Hillview Capital Advisors LLC
 Hillview Capital Advisors LLC Investment ManagersFinance Founded in 1999, Hillview Capital Advisors LLC is a registered investment advisor headquartered in Wayne, Pennsylvania. | Chief Investment Officer | 01.01.2019 |
Ausbildung von Paul Platkin
| Columbia Business School | Masters Business Admin |
| Georgetown University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Hillview Capital Advisors LLC
Hillview Capital Advisors LLC Investment ManagersFinance Founded in 1999, Hillview Capital Advisors LLC is a registered investment advisor headquartered in Wayne, Pennsylvania. | Finance |
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Finance |
