Alicia Traub is a CFP® with five years of industry experience, currently serving as a financial advisor at Corient in New York, NY. Prior to joining Corient, she worked at Morgan Stanley for five years and has also held roles at Marcus and Millichap and 4C Insights. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments where appropriate.

Alexandra Weyrauch is a CFP® professional with two years of industry experience, currently serving at Corient. Her prior roles include positions at Geller Advisors, LLC and Simon Quick 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 integrates in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Kaiying Guo is a financial advisor at Corient in New York, NY, holding the Series 66 designation with two years of industry experience. Prior to joining Corient in 2026, Guo worked at Goldman Sachs and held positions at Necessary Ventures, Novantas, and Baker Tilly. 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 incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Jason Benowitz is a CFA® charterholder with 16 years of industry experience. He currently works at Corient and has previously held roles at Roosevelt Investments and Unified Financial Securities. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Jonathan Gulman is a financial advisor at Corient with eight years of industry experience. His prior roles include positions at RegentAtlantic and Hillview Capital Advisors. He holds the Series 65 designation. 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 manager solutions and offers specialized services through affiliated entities.