Brian Kazanchy

Portfolio Manager-Equities at Corient Private Wealth LLC

Finance

Consumer Services

Profile

Mr. Brian A.
Kazanchy, CFA MBA, is a Wealth Advisor at Corient Private Wealth LLC.
With more than 20 years of wealth advisory experience, he directly counsels and advises clients on wealth management and financial planning.
He has a particular focus on the unique planning and investment needs of business owners.
He is credited with developing, implementing and communicating many of legacy firm RegentAtlantic’s investment strategies.
Mr. Kazanchy holds an MBA with a concentration in finance from Fairleigh Dickinson University and a BA in Finance from the University of Richmond.

Brian Kazanchy active positions

Companies	Position	Start
Corient Private Wealth LLC Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.	Portfolio Manager-Equities	-

All active positions of Brian Kazanchy

Former positions of Brian Kazanchy

Companies	Position	End
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.	Investment Committee Member	31/03/2023

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Training of Brian Kazanchy

Fairleigh Dickinson University	Masters Business Admin
University of Richmond	Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
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 Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.	Finance