Matt Krauss, CFA in

Matt Krauss, CFA

Partner, Chief Investment Officer at Corient
📍 Dallas, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
22 Years
Current Role
Partner, Chief Investment Officer
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities

Topics Matt cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

5-2025
Partner, Chief Investment Officer
Corient
1-2024 - 5-2025
Partner, Head of Portfolio Strategy
Corient
1-2021 - 12-2023
Managing Director, Chief Investment Officer
CI RGT Private Wealth
1-2020 - 12-2020
Managing Director, Chief Investment Officer
RGT Wealth Advisors
1-2013 - 12-2019
Managing Director, Investments
RGT Wealth Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
1998 - 2002
Education details unavailable
Duke University
Social presence
in

Other Corient Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Matt. Free, 10 seconds.