CI Financial Announces that Darie Urbanky, President, Chief Operating Officer and Head of Asset Management, to Retire in 2024
21 Décembre 2023 - 1:00PM
Business Wire
CI Financial Corp. (“CI”) (TSX: CIX) announces that Darie
Urbanky, President, Chief Operating Officer and Head of CI Global
Asset Management (“CI GAM”), has decided to retire on or before
December 31, 2024.
Effective January 1, 2024, Marc-André Lewis, Chief Investment
Officer of CI GAM, will assume the role of co-head of CI GAM. Mr.
Lewis will retain his current responsibilities as CIO.
Mr. Urbanky joined CI in 1996 in its Information Technology
department, where he spent 20 years in progressively more senior
roles before being named Chief Technology Officer in 2016. He was
promoted to Chief Operating Officer in 2018 and named President in
2019.
“Darie helped shape CI into what it is today,” said Kurt
MacAlpine, CI Chief Executive Officer. “Over his 27-year career at
the firm, he was instrumental in helping to grow the business into
a globally recognized financial services leader, having held
influential roles across the organization. On behalf of everyone at
CI, I thank Darie for his leadership and commitment throughout his
tenure at the firm.”
About CI Financial
CI Financial Corp. is a diversified global asset and wealth
management company operating primarily in Canada, the United States
and Australia. Founded in 1965, CI has developed world-class
portfolio management talent, extensive capabilities in all aspects
of wealth planning, and a comprehensive product suite. CI Financial
manages and advises on approximately $420.7 billion in client
assets (as at October 31, 2023).
CI operates in three segments:
- Asset Management, which includes CI Global Asset Management,
which operates in Canada, and GSFM Pty Ltd., which operates in
Australia.
- Canadian Wealth Management, which includes the operations of CI
Assante Wealth Management, Aligned Capital Partners, CI Private
Wealth (Canada), Northwood Family Office, Coriel Capital Inc., CI
Direct Investing and CI Investment Services.
- U.S. Wealth Management, which includes Corient Private Wealth,
an integrated wealth management firm providing comprehensive
solutions to ultra-high-net-worth and high-net-worth clients across
the United States.
CI is headquartered in Toronto and listed on the Toronto Stock
Exchange (TSX: CIX). To learn more, visit CI’s website or LinkedIn
page.
CI Global Asset Management is a registered business name of CI
Investments Inc., a wholly owned subsidiary of CI Financial
Corp.
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version on businesswire.com: https://www.businesswire.com/news/home/20231221935676/en/
Investor Relations Jason Weyeneth, CFA Vice-President,
Investor Relations & Strategy 416-681-8779 jweyeneth@ci.com
Media Relations Canada Murray Oxby Vice-President,
Corporate Communications 416-681-3254 moxby@ci.com
United States Jimmy Moock Managing Partner, StreetCred
610-304-4570 jimmy@streetcredpr.com ci@streetcredpr.com
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