CION Investments

CION Investments CION Investments is a leading manager of alternative investment solutions that focuses on alternativ

Alternative investments were long reserved for institutions, endowments, and high-net-worth investors. That's changing.C...
07/28/2026

Alternative investments were long reserved for institutions, endowments, and high-net-worth investors. That's changing.

CION Co-Founder & Co-CEO Michael A. Reisner was quoted in The Daily Upside, where he made the case that individual investors should have access to appropriate alternative investments the way institutions and high-net-worth investors do.

Read the full article https://bit.ly/3TIUUwx

95% of surveyed advisors use alternatives. New research explores where over 300 RIAs are seeking greater alternatives ex...
07/15/2026

95% of surveyed advisors use alternatives. New research explores where over 300 RIAs are seeking greater alternatives exposure. Read the full report. https://bit.ly/4bM0pke

07/14/2026

95% of Advisors Surveyed Are Now Using Alternative Investments in Client Portfolios, While Liquidity Concerns Remain a Top Barrier to Broader Implementation
https://bwnews.pr/4pm8gdR

CION is pleased to welcome David Jejelava.CION has long been a trusted partner to the private wealth community. As we lo...
06/23/2026

CION is pleased to welcome David Jejelava.

CION has long been a trusted partner to the private wealth community. As we look ahead, we're extending that same commitment to family offices and smaller pension funds, institutions that deserve the same access to the differentiated alternative investment solutions that our wealth channel has relied on for years.

David is exactly the right person to lead that effort. He spent time on KKR's Global Client Solutions team, where he executed nearly $4 billion in capital raises, covering major East Coast institutional clients across private equity, credit, infrastructure, and real assets. He began his career in investment banking at Bank of America, and most recently earned his MBA from The Wharton School.

David brings the institutional fluency, the relationship instincts, and the alternative asset expertise to help family offices and pension funds understand what CION can offer them.

Please join us in welcoming David to the CION team.

06/04/2026

We sat down with Eli Edwards, Head of U.S. Real Estate Equity at Fortress, to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what’s driving advisors to incorporate them into client portfolios.

Listen to the full conversation.

Spotify: https://bit.ly/4ufi3TS
Apple Podcasts: https://apple.co/4x90KGH

05/19/2026

On this episode of Advisor Lab we welcome Shannon Spotswood, CEO at RFG Advisory. Shannon joins Derek Schwartz for a conversation about how RFG is leveraging industry partnerships to equip advisors with automation technology that helps them optimize and scale their practices.

Listen to the full conversation.
Spotify: https://bit.ly/3Ri84j4
Apple Podcasts: https://apple.co/3PM4HjX
YouTube: https://youtu.be/gVmtcyWmRys

Join Mark Gatto, CION's Co-Founder and Co-CEO, at Envestnet Elevate 2026 in Phoenix, AZ, tomorrow at 11:10 AM MST, for T...
05/18/2026

Join Mark Gatto, CION's Co-Founder and Co-CEO, at Envestnet Elevate 2026 in Phoenix, AZ, tomorrow at 11:10 AM MST, for The Rise of Alternative Investments: Private vs Public Market Divide panel. The panelists will examine how shifting market conditions are affecting how investors are assessing risk, liquidity, and valuation across private and public market allocations.

05/12/2026

Dr. Amy D’Aprix, Founder and President of LifeBridge Strategies, joins Derek Schwartz on Advisor Lab to discuss financial planning for life transitions surrounding aging and retirement. Dr. Amy identifies how fostering deeper client relationships helps advisors differentiate their practices and retain clients as they navigate transitional life events.

Listen to the full conversation.
Spotify: https://bit.ly/4w6uzr0
Apple Podcasts: https://apple.co/4whOnaS
YouTube: https://youtu.be/upohGlfSfT0

CION’s Co-Founder and Co-CEO Mark Gatto is speaking on The Rise of Alternative Investments: Private vs Public Market Div...
05/11/2026

CION’s Co-Founder and Co-CEO Mark Gatto is speaking on The Rise of Alternative Investments: Private vs Public Market Divide panel at Envestnet's Elevate 2026 on Tuesday, May 19th. Join the panel at 11:10 AM PST as they dive into the evolving dynamics between private and public markets.

05/07/2026

We sat down with Dr. Amy D’Aprix, Founder and Principal of LifeBridge Strategies, for a discussion on serving clients as they navigate life transitions such as aging, retirement, and estate transfers. Dr. Amy shares the communication process she developed for bridging money conversations with the human side of financial planning, and how it helps advisors connect with and retain clients.

Listen to the full conversation.

Spotify: https://bit.ly/4w6uzr0
Apple Podcasts: https://apple.co/4whOnaS
YouTube: https://youtu.be/upohGlfSfT0

Address

100 Park Avenue, 25th Floor
New York, NY
10017

Telephone

+12124184700

Website

Alerts

Be the first to know and let us send you an email when CION Investments posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to CION Investments:

Shortcuts

Share

Category