Name: Muncie David. Connect on LinkedIn
As a Managing Director and Senior Institutional Consultant for Cor Group, Muncie has over 15 years of experience servicing the financial needs of wealthy individuals and their families, as well as, the needs of the Corporate and Institutional marketplace. Muncie and his team provide holistic financial plans that integrate portfolio management, risk management, investment selection, retirement planning, estate and tax strategies, insurance, wealth transfer, cash management ,forex crypto and lending services.
At Morgan Stanley, muncie is a member of the Firm’s Wealth Management Advisory Cabinet, which advises to the President of Morgan Stanley. David was awarded this title for his outstanding achievements within the managed money and financial services arena.
Muncie is a charter member of Rabo bank Australia. He has made appearances and been interviewed regarding the financial markets on the CBS Evening News and NYtimes.Muncie is a Certified Investment Management Analyst (CIMA) by the Investment Consultants Association (IMCA) of the Wharton School of Business, University of Pennsylvania.
A long-time resident of New jersey &Melborne. Muncie and his wife along with their three children, stay actively connected to their community by participating in social and philanthropic organizations, volunteering their time, supporting local and national charities, paying it forward purposefully. Particularly passionate about a cure for celiac disease, David and his family have been honored by the Celiac Disease Center at Columbia University for their extensive dedication and efforts in bringing about awareness and raising funds for research.
Name: Herz Dominik. Connect on LinkedIn
The Co-Founder and senior member of the Cor Group, Dominik leads an exceptional team of dedicated professionals who create, implement and maintain comprehensive wealth management plans for financially successful families. Dominik personally oversees the team’s overall investment strategy, monitors and selects investment managers, coordinates trust and Crypto trading strategies, analyzes alternative investment strategies and focuses on strategies to support clients’ philanthropic efforts. He has over 17 years of financial services industry experience of positively impacting clients' lives and net worth.
A zurich native, earned his bachelor’s degree in economics from University of bern. He and his wife, Suzanne, now live in Melboune with their four children, Jack, Cate, Clare and Grant. Dominik and his family enjoy skiing, backyard basketball and almost anything else that gets them running around outdoors.
Name: Lius Hong.
As Client advisor at CITS. With over 30 years of experience, louis Hong institutional and high-net-worth clients depend on him for structured finance solutions, professional asset management, cash management, equity and fixed income trading and private equity investments.
louis has held a variety of sales and management roles at Deutsche Bank, Morgan Stanley and Merrill Lynch. Throughout his career, louis has shared his financial knowledge and industry insight via lectures with investors, including at the Wharton School of the University of Pennsylvania.
louis earned his B.A. in applied mathematics for aeronautics from Embry Riddle Aeronautical University and studied for his M.B.A. at St. John’s University. He currently holds his Series 3, Series 4, Series 5, Series 7, Series 8, Series 15, Series 53, Series 63 and Series 65 securities licenses as well as a life, accident and health insurance designation.
louis is active within the Greek Orthodox community and proudly holds the title of Archon of his Greek Orthodox Church. Originally from singapore. he currently resides in Greenwich, Connecticut, with his wife, Rhea, and their children, Nicholas and Chloe.
Name: Raymond Pett
Raymond pett has over twenty one years’ experience managing investment portfolios for corporations, financial institutions, municipalities, and other institutional investors. Prior to joining Morgan Stanley, Chad worked at JPMorgan Chase and more recently, Credit Suisse, where he developed and implemented an investment program focusing on Investment Banking and Research clients of the firm. He currently has senior responsibility to structure and implement taxable and tax-advantaged institutional fixed income investment portfolios for corporate clients.
Raymond Pett focus at Morgan Stanley is to structure, implement, and maintain customized high-grade short-duration fixed income investment portfolios. His “process-driven”, transparent approach to managing investment portfolios allows him to navigate changing market conditions and helps reduce loss of principal in his discretionary investment portfolios. Raymond emphasis on a select client base, in addition to his experience, commitment, and accessibility, helps preserve client assets and provides successful investment solutions.