Jim Borovsky
Portfolio Manager-Equities at Corient Private Wealth LLC
Profile
Mr. James G.
Borovsky is a Partner & Wealth Advisor at Corient Private Wealth LLC.
Previously he was a Principal of legacy firm Gofen & Glossberg, joining the firm in 1984.
He received an A.B.
from Occidental College and a Master in Public Policy from the Kennedy School of Government at Harvard University.
Jim Borovsky active positions
| Companies | Position | Start |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Portfolio Manager-Equities | 2022-11-30 |
Former positions of Jim Borovsky
| Companies | Position | End |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Portfolio Manager-Equities | 2022-11-30 |
Chicago Symphony Orchestra Association
 Chicago Symphony Orchestra Association Movies/EntertainmentConsumer Services The Chicago Symphony Orchestra Association operates music bands and orchestras. The non-profit company is based in Chicago, IL. | Corporate Officer/Principal | - |
Training of Jim Borovsky
| Occidental College | Undergraduate Degree |
| Harvard Kennedy School of Government | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Chicago Symphony Orchestra Association
Chicago Symphony Orchestra Association Movies/EntertainmentConsumer Services The Chicago Symphony Orchestra Association operates music bands and orchestras. The non-profit company is based in Chicago, IL. | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Finance |
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