KORE Private Wealth, an independent registered investment advisor, goes beyond face value to deliver purposeful and impactful wealth solutions to affluent investors.

We have the experience as well as the mindset and high energy to anticipate, assess and address the unique and complex needs of the wealthy, so that they can feel confident and comfortable in every aspect of their financial lives.

KORE Private Wealth

Gabriel Hines, CFA

Steven Smith

Alexandra Muni

Erica Franckowiak

Elizabeth Sidun (Liza)

The Client Relations team at KORE Private Wealth focuses on building and maintaining strong, personalized relationships with affluent clients. They work to understand each client's unique financial goals, providing tailored advice and solutions. This team acts as the primary point of contact for client communication, ensuring satisfaction and trust while supporting comprehensive wealth management needs.

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KORE Private Wealth

Org chart

Teams

Client Relations

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KORE Private Wealth

Org chart

Teams

Client Relations

Offices

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