Steven Wieting is a financial advisor at CIO Capital Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi Private Alternatives, LLC and Citigroup Global Markets Inc. prior to joining CIO Capital Group. CIO Capital Group LLC provides wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm uses quantitative tools and proprietary analytics to support portfolio management and focuses on maintaining closely managed client relationships.

David Bailin is a financial advisor at CIO Capital Group LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citi Private Bank and Citigroup Global Markets Inc. His prior roles include both advisory and private banking positions. CIO Capital Group provides wealth management and investment advisory services to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm utilizes institutional-level analytics and quantitative tools, including a proprietary platform and limited AI, to support portfolio construction and risk modeling, offering both discretionary and non-discretionary management options.