Jun Gu is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at Corient. His prior roles include positions at Purshe Kaplan Sterling Investments, CIPW Service Company, Stavis & Cohen Private Wealth, and FSC Securities Corporation. He serves as a Board Director for the CFA Society of Houston and is an advisory board member of the Rice Wright Fund at Rice University. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Yonghui Huang is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Corient in Houston, TX, where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized alternative investment platforms.

Duane Hirsch is a financial advisor at Corient with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, CIPW Service Company, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Outside of his advisory work, he owns a rental property management business in Charlotte, NC. 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 that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Allison Lyons is a CFP® professional with 22 years of industry experience, currently serving at Corient. She has held roles at several firms, including Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and specialized offerings through affiliates.