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Camille W

Series 65

Portland, ME

Corient

Camille White is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient in 2026, she worked at HM Payson from 2024 to 2026 and held positions at Reveler Development, Biomed Realty, and Newmark. 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, risk management tools, and alternative investment options.

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

CFA®

Portland, ME

Corient

David Hines is a CFA® charterholder with 23 years of industry experience. He has worked at Corient since 2026 and previously spent 23 years at H.M. Payson & Co. 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 uses a goals-based, team investment approach combining in-house strategies and third-party manager solutions, with specialized offerings through affiliated private funds and other platforms.

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

Series 63

Portland, ME

Corient

Thomas Pierce is a financial advisor with Corient in Portland, ME, holding a Series 63 designation and 24 years of industry experience. Prior to joining Corient in 2026, he spent over five decades at H. M. Payson & Co. 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 advanced risk management tools. The firm serves individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities, with distinctive capabilities in private fund advisory through affiliated platforms.

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

CFP®

Portland, ME

Corient

Richard Price is a CFP® professional at Corient with over a decade of industry experience, including prior roles at HM Payson and First Advisors. He is based in Portland, ME, and 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, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

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

Series 65

Portland, ME

Corient

Samuel Burgoyne is a Series 65-credentialed advisor at Corient with one year of industry experience. His prior roles include positions at HM Payson & Co., Enterprise Truck Rental, and Enterprise Rent A Car. Burgoyne has also worked in various capacities related to golf clubs and higher education institutions. 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 corporations. The firm utilizes a goals-based, team investment approach combining proprietary strategies with third-party managers, integrating risk management tools and alternative investments as appropriate.

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

CFA®, Series 63

Portland, ME

Corient

Noah Petrucci is a financial advisor at Corient in Portland, ME, holding the CFA® designation and Series 63 license. He has experience working at Corient since 2026, following seven years at HM Payson and six years at Lord Abbett & Co. 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 that incorporates both in-house strategies and third-party managers, using risk management tools and alternative investment options where appropriate.

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

CFA®

Portland, ME

Corient

Normand Jordan is a CFA® charterholder currently with Corient in Portland, ME, where he has worked since 2026. He has prior industry experience at HM Payson and Key Bank, spanning a total of 10 years in financial services. 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 that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

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

CFP®

Portland, ME

Corient

Christine Emerson is a CFP® professional with over seven years of experience in financial advisory roles. She has worked at Corient since 2026 and previously held positions at HM Payson and WIPFLI/Macpage 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 managers and specialized offerings such as family office and trustee services.

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

Series 65

Portland, ME

Corient

Colin Greening is a financial advisor at Corient with a Series 65 designation and no prior industry experience. His work history includes roles at HM Payson, Chenmark Capital, Harvard Business School, and the Toronto Maple Leafs. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

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