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CIO Group Appoints Steven C. Wieting as Co-Chief Investment Officer

PRIVATEOct 07, 2025

Position

Founder

Company

CIO Group

Steven C. Wieting
steven@ciogroup.com
New YorkArtificial IntelligenceFinanceMachine Learning

Description

CIO Group announces the appointment of Steven C. Wieting as Co-Chief Investment Officer and Co-Founder. He reunites with David Bailin to lead investment strategy and portfolio management at the new wealth intelligence firm.

Quick answer

CIO Group Appoints Steven C. Wieting as Co-Chief Investment Officer (October 7, 2025). CIO Group is based in New York, New York, United States.

Who is the new Founder at CIO Group?
CIO Group named Steven C. Wieting Founder, announced October 7, 2025.
What did CIO Group announce on October 7, 2025?
CIO Group announces the appointment of Steven C. Wieting as Co-Chief Investment Officer and Co-Founder. He reunites with David Bailin to lead investment strategy and portfolio management at the new wealth intelligence firm.
What does CIO Group do?
The CIO Group is a wealth intelligence firm delivering portfolio management and advice powered by COLOR, its proprietary AI-powered wealth intelligence engine .
Where is CIO Group based?
CIO Group is based in New York, New York, United States.
Which similar companies made leadership changes around the same time?
Inveniam Capital Partners (October 7, 2025), BigBear.ai (October 14, 2025), Finbourne (October 8, 2025) and BPGbio (October 6, 2025) also announced leadership changes within 45 days of CIO Group.

Source: Fundz verified event record.

Other recent leadership changes in Finance and Artificial Intelligence

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at CIO Group, and when

A new leader at CIO Group brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

CIO Group

Location

New York, New York, United States

About

The CIO Group is a wealth intelligence firm delivering portfolio management and advice powered by COLOR, its proprietary AI-powered wealth intelligence engine . Founded by an award-winning executive team from Citi, JPMorgan, BDT & MSD, and leading family offices, CIOG combines artificial and human intelligence to deliver Clarity, Insight, and Optimization for ultra-high-net-worth families and institutions. CIOG advises and manages portfolios with reduced fees, increased tax efficiency, greater cash yields, and fewer hidden risks while providing exposure to areas of the economy that will be the biggest drivers of wealth creation. CIOG works cooperatively with advisors, wealth owners and families that seek independent institutional-grade investment expertise.

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CIO Group changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.