Richard Hagner is a financial advisor at Corient with five years of industry experience. He holds a Series 63 designation and previously worked at Inverness Counsel, LLC for 18 years. Corient provides investment advisory and financial planning services to 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 uses risk management tools and stress testing to align portfolios with client objectives.

Samrat Singh is a financial advisor at Corient with six years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Wealthspire Advisors, CWM Partners, Carta, JP Morgan, 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 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.

Jack Petersen is a financial advisor at Corient with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Summit Trail Advisors, Barclays Capital, Lehman Brothers, and Morgan Stanley. Petersen was a managing partner at Summit Trail Advisors LLC, where he was actively involved in securities trading. 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 combines in-house strategies with third-party managers, utilizing risk management tools and alternative investment options as appropriate.

Michael Theesfeld is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Kore Private Wealth, CIPW Service Company, and Corient Services before his current role. 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 integrates in-house strategies with third-party manager solutions and employs ongoing risk management and customized asset allocation.

Robert Maddock is a financial advisor with Corient in New York, NY, holding five years of industry experience. He has worked at Corient and related entities since 2023 and serves on the board of managers for Symbiocelltech, a biotechnology company focused on finding a cure for juvenile diabetes. Maddock is also an individual trustee for client(s) of Corient. 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 stress testing to align portfolios with client objectives.

Eileen Stevens is a CFP® professional with nine years of industry experience, currently serving at Corient. Her prior roles include positions at RegentAtlantic and Abacus Planning Group. 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 solutions and incorporates risk management tools and alternative investments as appropriate.

Boris Yu is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently works at Corient, where he has been employed since 2022, and previously held positions at Merrill and Kore Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, 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 uses advanced risk management and monitoring tools.

Jerome Lucas is a financial advisor at Corient with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Summit Trail Securities, Summit Trail Advisors, Purshe Kaplan Sterling Investments, and Barclays Capital. 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 employs risk management tools to align portfolios with client objectives.

Sylwia Koc Marano is a CFP®-designated financial advisor with five years of industry experience, currently serving at Corient in New York, NY. She previously spent 20 years with Geller Advisor LLC. Outside of her advisory work, she is a part owner of SKM Northeast, Inc., a construction company. 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 utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investment options.

Matthew Di Luccio is a financial advisor with Corient in New York, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work history includes roles at Merrill and Geller Advisors, LLC. 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 employs risk management tools and alternative investments as appropriate.

Riya Mehra is a financial advisor at Corient with one year of industry experience. She holds a Series 65 designation and previously worked at Beacon Trust for three 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investments as part of its portfolio management.

Joshua Cantor is a financial advisor with Corient in New York, NY, holding a Series 66 designation and five years of industry experience. His work history includes roles at Merrill, Bank of America, Kore Private Wealth, and Cantor Fitzgerald. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Michael Pappachristou is a CFP® with 10 years of experience in the financial services industry. He has worked at Corient since 2022 and has prior experience at RegentAtlantic from 2016 to 2023. 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 that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Edwin Beck is a financial advisor at Corient in New York, NY, holding a Series 63 designation with five years of industry experience. His prior roles include positions at Segall Bryant & Hamill, CIPW Service Company, LLC, and Barrett Asset Management, 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 utilizes a goals‑based, team investment approach combining in‑house strategies with third‑party manager solutions, continuously monitoring portfolios with risk management tools to align exposures with client objectives.

Dilan Kluge is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked at firms including RegentAtlantic and Hillview Capital Advisors. Kluge is currently based in New York, NY. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that combines in-house strategies with third-party managers and customized asset allocation. The firm offers a range of specialized services including family office, tax, and corporate trustee services, and manages affiliated private funds and alternative investment platforms.

Jonathan Hochberg is a financial advisor at Corient with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RegentAtlantic and Hillview Capital Advisors. Hochberg has been with Corient and its related entities since 2019. 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 employs risk management tools and alternative investments as appropriate.

Aaron Dym is a CFP® and CFA® with four years of experience at Corient and eight years in the financial industry, including roles at Kore Private Wealth and Bridgewater Advisors. He is based in New York, NY. 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 managers and customized asset allocation. The firm offers a range of services including portfolio management, financial planning, and specialized fiduciary solutions through its affiliates.

Meghan Grainer is a CFP® professional at Corient with 10 years of industry experience. Her prior work includes roles at Geller Advisors LLC and Morgan Stanley Smith Barney LLC. She is based in New York, NY. 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 utilizing both in-house strategies and third-party managers, combined with continuous portfolio monitoring and risk management tools.

Amy Kong is a CFA® charterholder with five years of industry experience. She currently works at Corient and has held positions at Segall Bryant & Hamill, CIPW Service Company, Barrett Asset Management, and Fiduciary Trust Company International. 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 and third-party managers with ongoing risk management and may include alternative investments and private fund allocations.

Michael Finkel is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Goldman Sachs & Co. and Kore Private Wealth, LLC. 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 security and fixed-income strategies with third-party manager solutions and customized asset allocation.