Kurt MacAlpine, Chief Executive Officer and Director, CI Financial


Mr. MacAlpine was appointed Chief Executive Officer and Director of CI Financial in September 2019. He has extensive experience in the global asset and wealth management industry, having previously served as Executive Vice-President and Head of Global Distribution for WisdomTree Asset Management and as a Partner and Leader of the North American Asset Management Practice at McKinsey & Company.

At WisdomTree, a global asset manager and exchange-traded fund sponsor based in New York, Mr. MacAlpine was responsible for all client-facing functions globally, including distribution, marketing, data intelligence and strategy, business development and client solutions. He also oversaw the majority of the firm’s international businesses, which during his tenure included employees in Canada, Europe, Japan, Israel and Latin America and strategic partnerships in Asia and Australia and New Zealand. He was a member of the company’s global executive management committee and sat on the boards of several of its international entities and AdvisorEngine, a digital wealth platform.

Prior to joining WisdomTree in July 2015, Mr. MacAlpine was a Partner at McKinsey, a global management consulting firm, based in its New York office. In his role as a Partner, he managed global consulting teams working with some of the largest asset and wealth managers in the world on topics related to strategy, distribution, marketing, international expansion, mergers and acquisitions, and product development.

Mr. MacAlpine holds a Bachelor of Commerce degree from Saint Mary’s University and an MBA from Queen’s University.

Darie Urbanky, Chief Operating Officer and Head of Asset Management


As President, Chief Operating Officer and Head of Asset Management, Mr. Urbanky oversees all aspects of CI Global Asset Management, CI Financial’s core Canadian asset management business, including investment management, portfolio operations, distribution, product development and management, as well as all operational aspects of the firm.

Prior to his current roles, Mr. Urbanky was Chief Technology Officer, overseeing technological functions at CI. Before that, he had been with CI for over 20 years, serving in progressively more senior roles in Information Technology. His experience also includes roles in financial technology at companies such as DST Systems (now IFDS).

Mr. Urbanky holds an MBA from Rotman School of Business and a master’s degree in computer science from University of Toronto and has attended leadership and management programs at Queen’s School of Business.

Amit Muni, Executive Vice-President and Chief Financial Officer, CI Financial


As Executive Vice President and Chief Financial Officer, Mr. Muni overseas the company’s global finance operations and investor relations teams.

He joined CI Financial in May 2021 from WisdomTree Investments, Inc., a publicly traded asset manager where he served as Executive Vice President and CFO since 2008. Prior to WisdomTree, Mr. Muni served as Chief Accounting Officer of International Securities Exchange Holdings, Inc (“ISE”), one of the worlds leading electronic options exchanges, where he lead ISE’s successful public offering in 2005. He also previously worked at PwC LLP, where he performed audit and business advisory services for multinational and mid-sized broker dealers.

Mr. Muni is a graduate of Pace University in New York and is a Certified Public Accountant.

Marc-André Lewis, PhD, Executive Vice-President and Chief Investment Officer


As Chief Investment Officer, Mr. Lewis leads a team of more than 100 investment professionals at CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform.

Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the world’s largest institutional investors. His diverse experience spans asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies.

Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department.

Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. He was also a member of the CDPQ asset allocation committee.

Mr. Lewis’s previous positions also included Senior Vice-President, Risk Management – Fixed Income and Overlay Strategies at CDPQ and Senior Vice-President, Fixed Income at Natcan Investment Management, where he oversaw a team managing $16 billion in Canadian and global fixed-income assets. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University).

Ted Kelterborn, Executive Vice-President and Chief Legal Officer, CI Financial


Mr. Kelterborn is Executive Vice-President and Chief Legal Officer of CI Financial and leads the team responsible for all legal affairs of the corporation and its subsidiaries. He joined CI in 2016 from First Asset Investment Management, where he served as Senior Vice-President, Legal and Operations. Prior to joining First Asset, Mr. Kelterborn was Vice-President and General Counsel of Claymore Investments Inc. (now part of BlackRock). Prior to joining Claymore, Mr. Kelterborn was a lawyer with law firms in Toronto and Bermuda and served as Associate General Counsel–Corporate at Nortel Networks. Prior to Nortel, Mr. Kelterborn was a partner at McMillan Binch (now McMillan LLP), practising in the firm’s corporate/commercial and securities law groups.

Mr. Kelterborn also serves as a director of the Canadian Exchange Traded Funds Association and holds a BA from Carleton University and an LLB from the University of Ottawa, and was called to the Ontario Bar in 1992.

Manisha Burman, Executive Vice-President and Chief Human Resources Officer