Eric Chen is a CFP® professional at Corient with seven years of industry experience. His prior roles include positions at RegentAtlantic and Creative Planning. 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 individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Paula Pickel is a CFP® professional with two years of industry experience, currently serving as an advisor at Corient. Prior to joining Corient, she worked at Franklin Templeton Investments for eight years. Outside of her financial career, she is a 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, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach, blending in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Adam Katz is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Bank of America, Kore Private Wealth, and CIPW Service Company before joining Corient. 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 utilizes risk management tools and alternative investments when appropriate.

Ashley Rissolo is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Corient in New York, NY. Prior to joining Corient, Rissolo worked at Roosevelt Investments for six years and Ceruzzi Properties for nine years. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools alongside alternative investments and private fund allocations where appropriate.

Randal Goldstein is a financial advisor at Corient with five years of industry experience. He holds a Series 65 credential and has worked at firms including Tortoise Investment Management and R.H. Bluestein & Co. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security strategies, third-party managers, and risk management tools. The firm also offers specialized services through affiliates, including private fund advisory and trustee services.

Adam Crumpler is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., H.D. Vest Advisory Services, and Fidelity. 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 integrates risk management tools and alternative investments where appropriate.

Sean Engel is a CFP® and Series 65-licensed financial advisor at Corient with two years of industry experience. He has worked at Corient since 2026, following a year at Mariner Wealth Advisors and prior roles including Kuttin Wealth Management and the University of Delaware. 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 uses advanced risk management tools to align portfolios with client objectives.

Matthew Santos is a financial advisor at Corient in New York, NY, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Portola Partners and Brownson, Rehmus & Foxworth, Inc., as well as experience at The Goldman Sachs Group, Inc. and Cambridge Savings Bank. 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 employs a goals-based, team investment approach incorporating in-house strategies, third-party managers, and customized asset allocation, utilizing risk management tools and stress testing to align portfolios with client objectives.

Jonathan Mc Nitt is a CFP® professional with three years of industry experience, currently serving at Corient in New York, NY. His career includes positions at Geller & Co, LLC and Geller Advisors, LLC for six years, as well as prior work at KPMG from 2016 to 2020. 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, supported by continuous portfolio monitoring and risk management tools.

Danielle Mchugh is a financial advisor at Corient with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Summit Trail Advisors, Barclays Capital Inc., and Lehman Brothers Inc. Her prior roles include an 11-year tenure at Summit Trail Advisors. 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 managers and uses risk management tools and stress testing to align portfolios with client objectives.

John Law is a CFA® charterholder with five years of industry experience. He is currently with Corient, where he has worked since 2025, and previously spent six years at Geller Advisors LLC and eight years at Bessemer Trust Company. 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, employing continuous portfolio monitoring and risk management tools.

Ryan Jolly is a financial advisor at Corient with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Corient, he worked at Geller Advisors, Merrill, and RBC Capital Markets. Corient provides investment advisory and financial planning services to 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 integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Megan Schwinger is a financial advisor at Corient with four years of industry experience. She has been with Corient since 2024 and previously worked at BBR Partners from 2012 to 2023. 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 integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Madison Taneja is a CFP® professional with three years of industry experience, currently affiliated with Corient in New York, NY. Prior to joining Corient, Taneja held roles at several firms including Balasa Dinverno Foltz LLC and Mercer Global Advisors Inc. Outside of advisory work, Taneja serves as a mentor providing financial education and professional guidance to young adults through 3rd Decade. Corient offers 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-oriented investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Peter Gambee is a financial advisor at Corient with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Barclays Capital, Lehman Brothers, Purshe Kaplan Sterling Investments, and Summit Trail Advisors. He serves as a council member on the College of Charleston Parent Advisory Council, engaging with prospective students. 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 manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Shaelyn Boyer is a Series 65 licensed financial advisor with Corient in New York, NY, and has four years of industry experience. Prior to joining Corient in 2026, she worked at Fisher Investments for four years. Outside of her advisory work, she also works as a food delivery service provider on weekends. 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 manager solutions and customized asset allocation, employing risk management tools and monitoring to align portfolios with client objectives.

Philip Lawrence is a financial advisor at Corient with five years of industry experience. He previously worked at Inverness Counsel, LLC for 30 years and also has experience at CIPW Service Company, LLC. He serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party solutions and advanced risk management tools. The firm also offers specialized private fund capabilities and related platforms through its affiliates.

Chad Jaffee is a CFP® professional based in New York, NY, with 12 years of industry experience. He is currently with Corient, where he has worked since 2022, and has previous experience at Kore Private Wealth, Lenox Wealth Advisors, and MML Investor Services. He serves on the Vanilla Customer Advisor Board, providing input on estate planning schematics. Corient offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach, combining in-house strategies with third-party managers and incorporating risk management tools and alternative investments as appropriate.

Jennie Sowers is a CFP® with 27 years of industry experience, currently serving at Corient. Her prior experience includes roles at Bank of America, Merrill, and Kore Private Wealth. She is a committee member for the Presbyterian Church of Upper Montclair, where she monitors and reviews investments for the church’s memorial endowment. 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 combines in-house strategies with third-party manager solutions and customized asset allocation.

Brian Sullivan is a financial advisor at Corient in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. His prior experience includes roles at Geller Advisors, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. 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 that incorporates both in-house strategies and third-party managers, alongside risk management tools and alternative investment options.