CIO Group

A unique blend of experience

Our Founders are leaders from the highest levels of global finance, technology, and analytics – people who have guided UHNW families and Family Offices, overseen complex multi-asset portfolios, and built next-generation platforms from the ground up.

With a proven track record, our team oversaw more than $50 billion in discretionary portfolios.

Strategic Counsel to help shape the future

Our Board of Advisors is comprised of 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 The CIO Group stays ahead of the curve—by challenging our thinking, sharpening our focus, and expanding what’s possible.

Board of Advisors

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.

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.

Josh Levine

Founder & CEO of Locali, a real estate asset manager focused on multifamily properties with institutional-quality investment process.

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.”

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Strategic Counsel to help shape the future

Our Board of Advisors is comprised of 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 The CIO Group stays ahead of the curve—by challenging our thinking, sharpening our focus, and expanding what’s possible.

Board of Advisors

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.

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

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.

Josh Levine

Founder & CEO of Locali, a real estate asset manager focused on multifamily properties with institutional-quality investment process.

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.

A unique blend of experience

Our Founders are leaders from the highest levels of global finance, technology, and analytics – people who have guided UHNW families and Family Offices, overseen complex multi-asset portfolios, and built next-generation platforms from the ground up.

With a proven track record, our team oversaw more than $50 billion in discretionary portfolios.

Management team

Strategic Counsel to help shape the future

Their perspectives, forged through decades of decision-making in complex and rapidly evolving environments, help ensure The CIO Group stays ahead of the curve—by challenging our thinking, sharpening our focus, and expanding what’s possible.

Board of Advisors

Maggie Arvedlund

Jonathan Harris

Alex Kriete

Andrew Malloy

Lauren McKelvey

Jorian Murray

Rob Rickey

Naz Vahid

Josh Levine

Alex Zubillaga

A unique blend of experience

Our Founders are leaders from the highest levels of global finance, technology, and analytics – people who have guided UHNW families and Family Offices, overseen complex multi-asset portfolios, and built next-generation platforms from the ground up.

With a proven track record, our team oversaw more than $50 billion in discretionary portfolios.

Management team

Strategic Counsel to help shape the future

Their perspectives, forged through decades of decision-making in complex and rapidly evolving environments, help ensure The CIO Group stays ahead of the curve—by challenging our thinking, sharpening our focus, and expanding what’s possible.

Board of Advisors

Maggie Arvedlund

Jonathan Harris

Alex Kriete

Andrew Malloy

Lauren McKelvey

Jorian Murray

Rob Rickey

Naz Vahid

Josh Levine

Alex Zubillaga