James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. 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 combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Alex Coriddi is a financial advisor at Corient with 12 years of industry experience. He holds a Series 65 credential and previously worked at RegentAtlantic for nine years before joining Corient. Corient provides investment advisory and financial planning services to 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 combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Brian Kazanchy is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He previously worked for RegentAtlantic for 18 years before joining Corient and related entities. Outside of his advisory role, he is president of two rental real estate businesses. 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 follows a goals-based, team investment approach combining internal strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Sagar Shah is a CFA® charterholder and financial advisor with five years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at RegentAtlantic and Livian & Co., among others. 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 uses a goals-based, team investment approach that integrates proprietary and third-party strategies, with continuous portfolio monitoring and risk management tools to align with client objectives.

Matthew Ogus is a financial advisor at Corient with a Series 65 credential and four years of industry experience. His prior roles include positions at UBS and RegentAtlantic. In addition to his advisory work, he has experience working in non-financial roles such as at the Hackensack Gold Club. 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 employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes advanced risk management and monitoring tools.

Sean O'Connor is a financial advisor at Corient with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Columbia Pacific Wealth Management, Lido Advisors, Bank of America, and Merrill. 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 managers and employs risk management tools and alternative investments where appropriate.

Matthew Mignon is a financial advisor at Corient with 11 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, including previous roles at RegentAtlantic from 2015 to 2023. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Bryan Smalley is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, following over a decade at RegentAtlantic. Corient offers 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 manager solutions and employs advanced risk management tools to align portfolios with client objectives.

James Reilly is a CFP® with 24 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 22-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a 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 incorporates risk management tools and alternative investments where appropriate.

Sabrina Martins is a financial advisor at Corient with three years of industry experience. She holds the Series 65 designation and has previously worked at Rutgers University and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Francesco Scorsone is a CFP® professional affiliated with Corient, with 11 years of industry experience. Prior to joining Corient in 2023, he held roles at JP Morgan Securities LLC and JPMorgan Chase Bank from 2015 to 2023. He has also been involved in entrepreneurial ventures, including operating J&F Fabricators LLC for 10 years and One Heart to Another LLC for 2 years. Corient provides investment advisory and financial planning services to a broad 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 integrates risk management tools and alternative investments as appropriate.

Chadderdon O'Brien is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022 and also had prior tenure at RegentAtlantic for eight years. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team-oriented investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options when appropriate.

Melissa Weisz is a CFP® and CFA® with 14 years of industry experience. She currently serves at Corient and has previously worked at RegentAtlantic and Wechter Feldman Wealth Management, Inc. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and includes private fund capabilities through affiliated platforms.

Gerald Korey is a CFP® with 12 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022, and previously spent nine years at RegentAtlantic. Korey holds a Series 66 designation. 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 uses a goals-based, team investment approach that integrates proprietary and third-party strategies, along with risk management tools and alternative investments where appropriate.

Michael Klinger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Morgan Stanley and RegentAtlantic. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. 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 managers and utilizes risk management tools and alternative investments where appropriate.

Zachary Morse is a CFP® with four years of industry experience, currently serving as an advisor at Corient in Morristown, NJ. His prior roles include positions at RegentAtlantic and Lenox Advisor, as well as experience with the Association of National Advertisers and AIPAC. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, using risk management tools and continuous portfolio monitoring to align investments with client objectives.

Ian Harvey is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at Bridgewater Advisors, RegentAtlantic, and other financial firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, while employing advanced risk management and private fund capabilities.

James Ciprich Jr. is a CFP® with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to joining Corient, he spent 16 years at RegentAtlantic. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and ongoing risk management.

Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.

Robert Pettit is a financial advisor at Corient with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RegentAtlantic and Mass Mutual Investors Services. His background also includes roles outside of finance, such as at University of the Arts and operating Pettit Audio. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services including family office and corporate trustee solutions.

Lesley Draper is a financial advisor with Corient, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at RegentAtlantic for 14 years before joining Corient and its related entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies and third-party managers, with an emphasis on risk management and portfolio monitoring.

Matthew Masterson Jr. is a CFP® with 10 years of industry experience, currently serving at Corient. He previously worked at RegentAtlantic for eight years. He is involved with the Morris Educational Foundation, where he serves on the Finance Committee overseeing the organization’s finances and investments. 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 combining in-house strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure at RegentAtlantic. 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 combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Jason Beene is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to that, he spent 18 years at RegentAtlantic. Corient provides investment advisory and financial planning services to 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 solutions and employs continuous portfolio monitoring and risk management tools.

Eric Jimenez is a CFP® professional at Corient with experience spanning roles at Summit Financial, First Republic Bank, and William Peterson University. He has been with Corient since 2026. 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 combining in-house and third-party strategies, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to 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 managers and incorporates risk management tools and alternative investments where appropriate.

Evan Smith is a CFP® professional with three years of industry experience currently advising at Corient in Morristown, NJ. Prior to joining Corient, he worked at Beacon Trust, Atlas Fiduciary Financial, FHC Wealth Advisors, Northwestern Mutual, and Mariner Wealth Advisors. He also spent seven years as a full-time student before beginning his financial advisory career. Corient provides investment advisory and financial planning services to 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 combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Peter O’Neill is a CFP® professional at Corient with 10 years of industry experience. His work history includes roles at Corient, RegentAtlantic, Beacon Investment Advisory Services, and CIPW Service Company. 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 managers and employs various risk management tools to align portfolios with client objectives.

Abigail Rosen is a CFP® with 16 years of industry experience, currently with Corient. She has held roles at Corient Services LLC, CIPW Service Company, LLC, and RegentAtlantic. 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, supported by continuous portfolio monitoring and risk management tools.