Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Judith Cranna is a CFA® charterholder based in Boston, MA, with four years of industry experience. She currently serves at Corient and has prior experience with Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach incorporating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

George Saltonstall is a CFA® charterholder with 44 years of industry experience and currently serves at Corient. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors, Inc. He is also involved as a limited partner and advisor at S & Co., LLP, a family office, where he provides trustee services. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Brandon Intrater is a financial advisor at Corient in Boston, MA, holding a Series 65 designation and with 17 years of industry experience. He previously worked at Vivaldi Capital Management for nine years and Long Term Solutions, LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Sadie Holdridge is a CFP® and Series 66-licensed advisor at Corient with 16 years of industry experience. She previously spent 10 years with Breeds Hill Capital before joining Corient in 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Rachel Holbrook is a CFP®-certified financial advisor with nine years of industry experience, currently with Corient in Boston, MA. Her prior roles include positions at Merrill, Bank of America, and UBS Financial Services. She serves on the Investment Committee for Women's Lunch Place, a nonprofit supporting women facing hunger and homelessness in Boston. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes advanced risk management tools and alternative investment options.

Alexander Martin is a CFP® professional with four years of industry experience, currently serving at Corient in Boston, MA. He previously worked at Eaton Vance WaterOak Advisors from 2008 to 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions, continuous portfolio monitoring, and risk management tools to align investments with client objectives.

Jonathan Howard is a CFP® professional currently with Corient in Boston, MA. He has 19 years of industry experience, primarily from his previous role at BNY Mellon before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, incorporating risk management tools and alternative investments where appropriate.

Robert Beshere Jr. is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and previously worked at Breeds Hill Capital LLC and Morgan Stanley. He has held various roles including positions at Northeastern University and Fidelity Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both internal strategies and third-party managers, with continuous portfolio monitoring and risk management.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. 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 goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Bruce Wimberly is a financial advisor at Corient with 11 years of industry experience and holds a Series 63 designation. His previous roles include positions at Eaton Vance WaterOak Advisors and Boston Partners. Outside of his advisory work, he serves on the Board of Directors and Investment Committee for Camp Timanous, a boys summer camp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, with ongoing portfolio monitoring and risk management.

Robert Quinn is a CFP®, CFA®, and Series 63-registered financial advisor with Corient, based in Boston, MA. He has four years of industry experience, including roles at Corient and CIPW Service Company, LLC, and previously worked at Eaton Vance WaterOak Advisors for twelve years. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Thomas Powell is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley, Eaton Vance Distributors, Rise Private Wealth Management, and the Federal Reserve Bank of Boston. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals‑based, team investment approach that combines in‑house strategies with third‑party solutions, employing continuous portfolio monitoring and risk management tools.

James Gilloran is a CFP® with 10 years of experience in financial advising, currently with Corient in Boston, MA. His prior roles include positions at Eaton Vance WaterOak Advisors and Argent Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that integrates individual security strategies, third-party managers, and risk management tools. The firm offers specialized services through affiliated entities, including private fund advisory and trust services.

Abbott Lawrence is a CFA® charterholder with one year of industry experience. He currently works at Corient in Boston, having joined the firm in 2025 after a 13-year tenure at Boston Common Asset Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Antoinette Russell is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Corient in Boston, MA. Her prior experience includes roles at Eaton Vance WaterOak Advisors, CIPW Service Company, Calibre Advisory Services, and Tanager Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party solutions, employing continuous portfolio monitoring and risk management tools.

Nicholas Gaskell is a CFA® charterholder with six years of industry experience, currently serving at Corient in Boston, MA. His work history includes roles at Eaton Vance WaterOak Advisors and Crestwood Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party managers and customized asset allocation.

Leonard Dolan is a financial advisor at Corient with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance WaterOak Advisors and CIPW Service Company, LLC before joining Corient. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

David Mc Cabe is a financial advisor with Corient in Boston, MA, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His career includes roles at Eaton Vance WaterOak Advisors, CIPW Service Company, and Voyageur Asset Management. He also serves as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and offering specialized private fund capabilities.

Cameron Dunn is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His earlier career includes positions at DPSS Law Firm and educational institutions. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Lisa Neira is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Corient and has held previous roles at RegentAtlantic and Fidelity Investments. Neira serves on the board of Advisers Give Back, a nonprofit providing pro bono financial planning, and is a National Pride Group Committee Member of the National Association of Personal Financial Advisors (NAPFA). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Robert Bortnick is a CFA® charterholder with 33 years of industry experience. He is currently with Corient in Boston, MA, where he has worked since 2022, following a long tenure at Eaton Vance Management and Eaton Vance WaterOak Advisors. Bortnick serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Gregory Dimarzio is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Corient in Boston, where he has been since 2024. Prior to joining Corient, he worked at Rockland Trust, William Blair, and Berkshire Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation, employing risk management tools and private fund capabilities.

Thomas Mc Donnell is a financial advisor at Corient with four years of industry experience and holds a Series 65 designation. His prior roles include positions at Socius Family Office, Morgan Stanley, and involvement with collegiate football programs at Ohio State University and Cornell University. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach incorporating in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives, while also offering specialized private fund and trust services through affiliated platforms.

John Edwards is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and previously spent 12 years at Breed's Hill Capital before joining Corient in 2025. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.