Chief Investment Officers (CIOs) in wealth management walk a delicate tight rope these days as the industry struggles to generate organic growth and private market products multiply, which may be complex, opaque or illiquid but offer the possibility of higher returns. And at the same time, ultra-high net worth and even high net worth clients increasingly demanding personal attention.
The best CIOs can block out the noise and remain focused on clients. They calmly analyze market data, geopolitical events and investment trends and plot the best strategies for people worried about real life challenges like retirement income, sending children to college or buying a home.
For our third annual CIO 5: Top Wealth Management CIOs, we selected CIOs that best fit this criteria. They have designed novel investment platforms, adopted new technologies and effectively collaborated with tax strategists, estate attorneys and other professionals to meet client needs.
The honorees’ names are set out alphabetically below. Please join us in congratulating them.
Nate Garrison, CIO, World Investment Advisors
Nate Garrison has been the CIO of World Investment Advisors since June 2023. He has over 15 years of experience in investment analysis, manager research and client portfolio management at firms such as Cambridge Investment Research and Credit Suisse Private Bank.
At World Investment Advisors, Garrison created and oversaw the launch of the firm’s World Managed Account Platform, a system designed to help advisors save time, grow revenues and optimize client outcomes with personalized portfolios and tax management at scale. His team currently oversees $5 billion of assets under management (AUM).
“People think in narratives, and advisors build financial plans that tell the story of their clients’ financial futures,” Garrison said. “Beyond curating thoughtful investment solutions, we help our advisors craft clear and compelling investment narratives around their client portfolios so that clients understand their investment strategy and feel comfortable remaining committed to their financial plans across market cycles and throughout their journey.”
Neil Gilfedder, Executive Vice President Of Investment Management And CIO, Edelman Financial Engines
As Executive Vice President of Investment Management and CIO at Edelman Financial Engines, Neil Gilfedder leads the team responsible for overseeing $323 billion in AUM on behalf of 1.3 million clients.
Gilfedder joined Edelman Financial Engines in 2014 as Senior Vice President of Portfolio Management and was promoted to CIO three years ago. Prior to that, he was Managing Director at MSCI, where he served as Head of Applied Research and Business Manager of Research. He has more than two decades of experience in portfolio management, quantitative research and applied financial economics.
“2025 reinforced a timeless truth: diversification works,” Gilfedder said. “Despite headlines declaring the end of the 60/40 portfolio, disciplined allocation across geographies and asset classes delivered resilience amid volatility and inflationary pressures.”
“As we move into 2026, forecasts will dominate the conversation – but treat them as entertainment,” he continued. “Markets follow patterns, not predictions.”
Matthew Gotlin, CIO And Managing Director, Choreo
As CIO and Managing Director at Choreo, Matthew Gotlin directs its investment strategies for clients, families and institutions. Under Gotlin’s leadership, Choreo expanded its private investment platform and increased tax optimization efforts within public markets.
Gotlin works closely with attorneys, CPAs and insurance professionals to integrate tax-efficient strategies, asset protection and legacy planning into each client's financial plan. He previously served as CIO and Managing Director, Wealth Advisor at BDO USA and Director of Research at Biegel & Waller.
“Ultra-high net worth clients may have evolving needs and circumstances, which can be even more pronounced for business owners,” he said. “Helping identify the right tools and strategies to support emerging UHNW individuals is critical to delivering the right client experience – one that helps them understand the nuances of their wealth and its generational impact.”
Vivek Jindal, CIO, Caprock
Vivek Jindal is CIO at Caprock, which serves over 400 ultra-high net worth families with $14.4 billion in assets under advisement. He oversees more than $4.9 billion in private investments, including private equity, venture capital, real estate, private credit and $2.5 billion deployed with impact intentionality.
Jindal was previously CIO at KORE Private Wealth and held roles at the Charles and Lynn Schusterman family philanthropies and the Schusterman Family Interests. He also served on the Alternatives Asset Management team at The Blackstone Group and as a Senior Portfolio Analyst at Corbin Capital Partners.
Commenting on how the role of CIOs in the multi-family office space is evolving, Jindal said, “The evolution of investing on behalf of families will continue to encompass tax-efficient investing, as well as tax structuring such as tax mitigation strategies and tax coupling strategies across public and private markets.”
“Wealth journeys are starting earlier than a decade ago,” he said. “That means a CIO must know how to invest in both liquid and illiquid wealth, end-of-business career wealth and everything in between.”
Katrina Radenberg, CIO, Mariner Wealth Advisors
As CIO of Mariner Wealth Advisors, Katrina Radenberg oversees all aspects of investments across the company. She leads the firm’s investment and private investment committees and also serves on the risk committee.
“A CIO leading through rapid inorganic growth must pair strategic discipline with a flexible, deeply human approach,” Radenberg said. “We never force change for its own sake. We honor each client’s and advisor’s timing, building a platform that guides confidently while adapting to real needs. Sustainable growth happens when strategy aligns with people, because investment change follows client needs, not firm needs.”
Since joining Mariner in 2007, Radenberg has served in multiple roles, including managing fixed income portfolios for high net worth clients and serving on multiple committees. She was also Chief Administrative Officer for Mariner Holdings, Managing Director - Product Development for Montage Holdings, and Senior Performance Analyst for Waddell & Reed.
Thomas Lee, Senior Editor and Staff Writer at Wealth Solutions Report, can be reached at thomas.lee@wealthsolutionsreport.com.
