Role at Corient Private Wealth
- Title on Schedule A
- Chief Executive Officer
- Control
- Kurt Macalpine is a control person of Corient Private Wealth.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Kurt Macalpine has held the filed role since March 2022.
The firm
Form ADV filed 21 August 2026
Career on record
- Passed Series 63 and SIE · 2018
- Passed Series 7 · 2017
Registrations and exams
No current adviser or broker registration. Kurt Macalpine has passed 3 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 February 2018 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 3 October 2017 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Kurt Macalpine
- CRD
- 4966757
- Registration status
- No current adviser or broker registration
- Firm bio
- corient.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Corient identifies Kurt MacAlpine as its Partner and CEO. Official firm biography
Education
- Bachelor of Commerce, Saint Mary’s UniversityOfficial firm biography
- MBA, Queen’s UniversityOfficial firm biography
Common questions
Where does Kurt Macalpine work?
Kurt Macalpine has been Chief Executive Officer of Corient Private Wealth LP since March 2022, and is a control person of the firm.
Does Kurt Macalpine have a current investment-adviser registration?
Kurt Macalpine has no current investment-adviser or broker registration, as of 18 October 2026.
What exams has Kurt Macalpine passed?
Kurt Macalpine has passed 3 licensing exams: the Series 7, Series 63 and SIE. The earliest, the Series 7, was passed in October 2017.
Leadership at Corient Private Wealth
- Francisco Tobias MarinChief Financial Officer
- Leonard GullanChief Operating Officer
- Stephen EstepChief Compliance Officer
- Scott AkinsGeneral Counsel
- Alexander EpplerHead of Client Operations
- Darren HendersonHead of US Wealth Advisory
- Andrew HolmbergHead of Solutions
- Julie SilcoxChief Marketing Officer
- Peter WatsonHead of Alternatives