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Peder S

Series 66

Ketchum, ID

Corient

Peder Schmitz is a financial advisor at Corient with 25 years of industry experience. He holds a Series 66 designation and has worked at Corient and its related entities since 2022, previously spending 12 years at Columbia Pacific Wealth Management. 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 managers, and offers specialized capabilities such as private fund platforms and affiliated trust services.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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