Built by investors, for investors.
Our founders spent their careers at some of the largest global financial institutions and investing for some of the world's wealthiest families. They're supported by a Board of Advisors with decades of experience building venture and private equity funds, family offices and businesses of their own.
David Bailin
Founder & CEODavid brings decades of industry leadership to The CIO Group having designed and managed Citi Private Bank's $190 Billion investment platform. David is known for pioneering, award-winning discretionary strategies that contributed to the growth of Citi Wealth's asset management business.
Full profile →Steven Wieting
Co-Founder & Co-CIOSteven headed the Citi Wealth Global Strategy Team, formulating macro investment views across all regions and asset classes. He also chaired Citi's Global Investment Committee, which sets the tactical asset allocation positioning. Under his leadership, the Citi Wealth team received industry recognition for its investment positioning.
Full profile →Abraham Ouano
Co-Founder & Managing DirectorAbraham led global innovation initiatives at Citi Wealth and developed the industry-recognized IDEA platform, delivering customized portfolio construction and risk analytics to clients across Citi's global footprint.
Full profile →Sean McDermott
Co-Founder & Managing DirectorSean oversaw trading infrastructure and operations for the Saperstein Family Office, designing systems tailored for ultra–high-net-worth families. Sean was previously an equity sales trader at JP Morgan.
Full profile →Adam Paris
Co-Founder & Managing DirectorAdam built and led Citi Latitude, Citi's client engagement program serving ultra-high net worth inheritors and millennial entrepreneurs globally. With over 15 years in wealth management and private banking, he has specialized in creating sophisticated client experiences that bridge market intelligence with the distinct needs of families, family offices and institutional clients.
Full profile →Mary Nosa
Co-Founder & Managing DirectorMary advised and invested alongside the largest and most sophisticated closely held businesses as part of the merchant banking team at BDT&MSD Partners, a $50bn AUM platform that invests the wealth of the Dell Family and other UHNW families. Mary was previously an investor at RedBird Capital and an investment banker at Goldman Sachs.
Full profile →Strategic counsel to help shape the future.
Our Board of Advisors comprises industry leaders whose experience spans global finance, technology, and innovation. They have shaped investment strategy at the highest levels, launched pioneering businesses, and represented some of the world's most significant families, corporations and brands.
Their perspectives, forged through decades of decision-making in complex and rapidly evolving environments, help ensure CIO Group stays ahead of the curve—by challenging our thinking, sharpening our focus, and expanding what's possible.
Maggie Arvedlund
Founder, CEO & Managing Partner at Turning Rock Partners, an alternative investment platform; former Managing Director at Fortress Investment Group.
Jonathan Harris
Founder & Managing Partner at Harris, St. Laurent & Wechsler, specializing in complex business litigation and regulatory matters for corporations and family offices.
Alex Kriete
Founder & Managing Partner at Motus Capital Management, an award winning crypto hedge fund.
Josh Levine
Founder & CEO of Locali, a real estate asset manager focused on multifamily properties with institutional-quality investment process.
Andrew Malloy
Founder of AT Malloy & Partners, specializing in building and managing family offices; co-CIO of multi-generational family office 754 Fifth Avenue Associates.
Lauren McKelvey
Lauren is a Partner at Reitler Kailas & Rosenblatt counseling emerging companies on their corporate activities, legal and regulatory compliance, and transactions.
Jorian Murray
Founder of Ask Senex, a business storytelling consultancy that specializes in serving professional services and luxury brands including 300-year-old firms with royal warrants and West Coast tech unicorns.
Rob Rickey
Chief Growth Officer at StraightLine; former Head of Advisor Services at TIAA with 25 years of Fortune 100 financial services experience.
Naz Vahid
Former Managing Director and Founder of Citi Global Wealth at Work, 38-year Citi veteran specializing in financial solutions for legal and professional services industries.
Alex Zubillaga
Founder & Managing Partner of 14w venture capital firm; former investor and special advisor to Spotify with board experience across consumer and tech companies.
The Board of Advisors serves in a consultative capacity and does not provide investment advice to clients. Participation on the Board should not be construed as an endorsement of CIO Group's services.