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Greg Bone
Director of Investments at CI RGT Private Wealth LLC
Greg Bone active positions
Companies | Position | Start | End |
---|---|---|---|
CI RGT Private Wealth LLC
![]() CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Director of Investments | 01/01/2023 | - |
Portfolio Manager-Equities | 01/08/2002 | - |
Career history of Greg Bone
Training of Greg Bone
Hendrix College | Undergraduate Degree |
Southern Methodist University | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Director of Investments | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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CI RGT Private Wealth LLC
![]() CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Finance |
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