Robert Ellis Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Corient, where he has worked since 2022. His prior roles include positions at Kore Private Wealth, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model focused on customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Eric Bodner is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch, Bank of America, and Kore Private Wealth. He is a non-managing member of several private investment companies organized in California. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model that focuses on customized, goals-based asset allocations and integrates risk management through factor models and ongoing due diligence.

Katlyn Valencia is a CFP® and holds a Series 65 license, with six years of experience in financial advisory. She currently works at Corient, where she has been since 2024, and previously held roles at Brighton Jones and Pacific Capital Resource Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model with customized asset allocations across various asset classes and integrates risk management through factor models and ongoing due diligence.

Benjamin Sax is a financial advisor at Corient with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Kore Private Wealth, and CIPW Service Company. Sax serves as a board member of the Anti-Defamation League, a civil rights organization. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model that integrates risk management and offers access to a broad range of investment strategies, including alternatives and private funds.

David Spungen is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hillview Capital Advisors, RegentAtlantic, and CIPW Service Company. Outside of his advisory role, he serves on the advisory board of Simply Good Jars, a consumer packaged goods company, providing general strategic advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment model focused on customized, goals-based asset allocations across a range of securities and integrates risk management through ongoing monitoring and due diligence.

Michael Steiner is a CFP® with 20 years of experience in financial advisory. He has been with Corient and its affiliated entities since 2022, following a 22-year tenure at RegentAtlantic. Steiner is based in New York, NY. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Lauren Waldo is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Corient. She previously worked at Inverness Counsel, LLC for eight years. Waldo also acts as an individual trustee for a client of Corient. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that integrates risk management and provides access to both traditional and alternative investment strategies through various affiliated entities.

Andrew Kim is a financial advisor at Corient with six years of industry experience. He holds a Series 65 designation and has previously worked at firms including Prudent Investor Advisors, Dowling & Yahnke, and Stevens First Principles. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that integrates risk management and offers access to a range of investment vehicles, including alternative investments through both in-house and third-party managers.

Robert Meyer is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. His prior roles include positions at Roosevelt Investments and The Roosevelt Investment Group, Inc. Since 2014, he has been involved with East Side House Settlement as Chairman of the Investment Committee and a member of the Finance Committee. Corient provides investment advisory and financial planning services to a diverse client base, employing a team-based investment model that integrates risk management and customized asset allocations across multiple asset classes. The firm’s platform includes several affiliates and a private funds platform, with governance features that distinguish it within the industry.

Jeffrey Bluestein is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 credential and has worked at Corient and its related entities since 2022, as well as at R.H. Bluestein & Co LLC from 2004 to 2023. He serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model with customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Kyle Kratochvil is a CFP® professional with four years of industry experience, currently serving as an advisor at Corient in New York, NY. His career includes roles at RegentAtlantic and Equitable Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model focused on customized, goals-based asset allocations and integrates risk management through various quantitative and qualitative methods.

Robert Wedeking is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Corient in New York, NY. He has been associated with Corient since 2025 and also maintains a longstanding role at Geller Advisors LLC since 2012. Outside of his advisory work, he is a member of Override SF LLC, a private charter-fishing business where he reviews records and coordinates activities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that integrates risk management and offers access to a range of investment strategies including equities, fixed income, and alternatives.

Richard Chesterton is a CFA® charterholder with four years of industry experience. He is currently an advisor at Corient in New York, NY, where he has worked since 2023. Prior to joining Corient, he spent 16 years at Inverness Counsel, LLC. He also serves as an individual trustee for some clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model to construct customized, goals-based portfolios and integrates risk management through factor models, stress testing, and ongoing due diligence.

Eric Chen is a CFP® professional with six years of industry experience, currently serving at Corient in New York, NY. His prior roles include positions at RegentAtlantic, Creative Planning, and Busey Bank. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that combines customized asset allocations with risk management techniques, offering access to both traditional and alternative investment strategies.

Paula Pickel is a CFP® professional with two years of industry experience, currently serving at Corient in New York, NY. She previously worked at Franklin Templeton Investments from 2015 to 2023. Outside of her advisory role, she is the majority owner of Heritage Kennels, LLC, a dog training business. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model to build customized portfolios across multiple asset classes and integrates risk management through ongoing due diligence and monitoring.

Adam Katz is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, Kore Private Wealth, and CIPW Service Company. Katz has been with Corient and its related entities since 2022. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Ashley Rissolo is a CFA® charterholder with two years of industry experience. She is currently with Corient, where she has worked since 2023. Her prior experience includes six years at Roosevelt Investments and nine years at Ceruzzi Properties. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that integrates risk management and offers customized asset allocations across multiple asset classes and investment vehicles.

Randal Goldstein is a financial advisor at Corient in New York, NY, with five years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, as well as at R.H. Bluestein & Co LLC and Tortoise Investment Management. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model to create customized asset allocations and integrates risk management through factor models, stress testing, and continuous monitoring.

Sean Engel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner Wealth with one year of industry experience. Prior to joining Mariner Wealth, he worked at the University of Delaware and West Islip Public Schools. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets across a national platform of over 800 advisors, offering investment management, financial planning, retirement plan consulting, tax services, and family office administration with both active and passive investment strategies.

Matthew Santos is a financial advisor at Corient with six years of industry experience and holds a Series 65 designation. His prior experience includes roles at Portola Partners and Brownson, Rehmus & Foxworth, Inc., as well as a stint at The Goldman Sachs Group. He has been with Corient and its affiliate Corient Services LLC since 2023 and 2024, respectively. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a team-based investment model that emphasizes customized, goals-based asset allocation and integrates risk management through factor models, stress testing, and ongoing due diligence.

Jonathan Mc Nitt is a CFP® professional with two years of industry experience, currently serving at Corient in New York, NY. His background includes roles at Geller & Co, LLC and Geller Advisors, LLC, as well as KPMG and the University of Richmond. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment approach with customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

John Law is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He is currently with Corient, having joined in 2025, and previously worked at Geller Advisors LLC for six years and Bessemer Trust Company for eight years. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment approach with a focus on customized asset allocations and risk management, offering access to a range of traditional and alternative investment strategies.

Ryan Jolly is a financial advisor at Corient with Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at Geller Advisors, Merrill, and RBC Capital Markets. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model to create customized asset allocations and integrates risk management through factor models and ongoing manager due diligence.

Madison Taneja is a CFP® professional with two years of industry experience, currently serving at Corient. Prior to joining Corient, Madison held roles at Mercer Global Advisors Inc., Balasa Dinverno Foltz LLC, and several other firms. Madison also provides mentorship through 3rd Decade, offering financial education and guidance to young adults. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment approach with customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Chad Jaffee is a CFP®-credentialed financial advisor with 11 years of industry experience, currently serving at Corient in New York, NY. His prior roles include positions at Kore Private Wealth, Lenox Wealth Advisors, and MML Investor Services. He serves on the Customer Advisory Board for Vanilla, providing input on estate planning schematics. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach with customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Jennie Sowers is a CFP® professional with 27 years of industry experience, currently serving at Corient. Her prior roles include positions at Bank of America, Merrill, and Kore Private Wealth. She is a committee member overseeing investment monitoring for the Presbyterian Church of Upper Montclair’s memorial endowment. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment approach with customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Brian Sullivan is a financial advisor at Corient with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Charles Schwab, The Vanguard Group, and Geller Advisors. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized asset allocations and incorporates risk management through factor models, stress testing, and ongoing due diligence.

Richard Hagner is a financial advisor at Corient with four years of industry experience. He holds a Series 63 designation and previously worked at Inverness Counsel, LLC for 18 years before joining Corient in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a team-based investment approach focused on customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Samrat Singh is a financial advisor at Corient with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wealthspire Advisors, CWM Partners, Carta, JP Morgan, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model with customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Michael Theesfeld is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Kore Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that combines customized asset allocations and risk management techniques across various asset classes and investment vehicles.

Eileen Stevens is a CFP® professional at Corient with nine years of industry experience. Her prior roles include positions at RegentAtlantic and Abacus Planning Group. She is based in New York, NY. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model that emphasizes customized asset allocations and integrates risk management through ongoing due diligence and monitoring of traditional and alternative investments.

Boris Yu is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently with Corient, where he has worked since 2022, and previously worked at Kore Private Wealth, LLC and Merrill. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm uses a team-based investment approach with customized asset allocations across multiple asset classes and integrates risk management through factor models, stress testing, and manager due diligence.

Sylwia Koc Marano is a CFP®-certified financial advisor at Corient with four years of industry experience. She previously spent 20 years at Geller Advisor LLC before joining Corient in 2025. Outside of her advisory role, she is a part owner of SKM Northeast, Inc., a construction company. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model with customized asset allocations across various asset classes and integrates risk management through factor models and ongoing due diligence.

Matthew Di Luccio is a financial advisor at Corient with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Merrill and Geller Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized, goals-based portfolios across multiple asset classes and integrates risk management through factor models, stress testing, and ongoing due diligence.

Joshua Cantor is a financial advisor at Corient with four years of industry experience. He holds a Series 66 designation and has worked at firms including Kore Private Wealth, Bank of America, Merrill, Cantor Fitzgerald, and BDO USA LLP. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that utilizes customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Michael Pappachristou is a CFP® with nine years of industry experience, currently serving at Corient. His prior work includes roles at RegentAtlantic and CIPW Service Company, LLC. He is based in New York, NY. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment approach with customized asset allocations across multiple asset classes and integrates risk management through factor models and continuous monitoring.

Edwin Beck is a financial advisor at Corient in New York, NY, with four years of industry experience. He holds a Series 63 designation and has worked at firms including Segall Bryant & Hamill and Barrett Asset Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model with customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Dilan Kluge is a financial advisor at Corient with six years of industry experience and holds a Series 65 designation. His prior roles include positions at RegentAtlantic, Hillview Capital Advisors, and Valley Forge Investment Consultants. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model to create customized asset allocations and integrates risk management through factor models, stress testing, and continuous monitoring across traditional and alternative investments.

Jonathan Hochberg is a financial advisor at Corient with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at RegentAtlantic and Hillview Capital Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model to create customized, goals-based asset allocations and integrates risk management through factor models and ongoing due diligence.

Aaron Dym is a CFP® and CFA® affiliated with Corient, with four years at Corient and a total of one year of industry experience. His prior roles include positions at Kore Private Wealth, LLC and Bridgewater Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that creates customized asset allocations across multiple asset classes and integrates risk management through factor models, stress testing, and ongoing due diligence.

Meghan Grainer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Corient since 2025. Her prior experience includes eight years at Geller Advisors LLC and three years at Morgan Stanley Smith Barney LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that combines customized asset allocation with risk management, utilizing a range of investment vehicles and offering access to alternative investments through both in-house strategies and third-party managers.

Amy Kong is a CFA® charterholder with four years of industry experience. She currently serves as an advisor at Corient and has held positions at Segall Bryant & Hamill, CIPW Service Company, Barrett Asset Management, and Fiduciary Trust Company International. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model featuring customized asset allocations across various asset classes and integrates risk management through factor models and ongoing due diligence.

Michael Finkel is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. for nine years before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized asset allocations and integrates risk management through factor models, stress testing, and continuous monitoring across traditional and alternative investments.

Alicia Traub is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Corient with four years of industry experience. Her prior roles include five years at Morgan Stanley and two years at Marcus and Millichap. She is based in New York, NY. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model that integrates risk management and offers access to both traditional and alternative investments through various strategies and affiliated entities.

Alexandra Weyrauch is a CFP® professional based in New York, NY, with one year of industry experience. She has worked at Corient and Corient Services LLC since 2025, following prior roles at Geller Advisors, LLC and Simon Quick Advisors, LLC. Alexandra also spent four years at the College of the Holy Cross. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment approach focused on customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Kaiying Guo is a financial advisor at Corient based in New York, NY, holding a Series 66 designation. The firm provides investment advisory and financial planning services to a range of clients including individuals, trusts, corporations, and charitable organizations. Corient employs a team-based, goals-driven investment approach that combines internally managed strategies with third-party managers, and incorporates extensive risk management and due diligence processes. The firm also offers specialized broker-dealer and commodity capabilities alongside family office, tax planning, and trust services through its affiliates.

Jason Benowitz is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2023. His prior experience includes roles at Roosevelt Investments and Unified Financial Securities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model to create customized portfolios across multiple asset classes, incorporating risk management through various analytical methods and ongoing manager due diligence.

Jonathan Gulman is a Series 65 licensed financial advisor with eight years of industry experience. He is currently with Corient and has previously worked at RegentAtlantic and Hillview Capital Advisors. Gulman is based in New York, NY. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment approach with customized asset allocations and integrates risk management through factor models, stress testing, and manager due diligence.