Brian Quinn is a financial advisor at Corient with 19 years of industry experience. He holds a Series 66 designation and previously worked at Vivaldi Capital Management and J.P. Morgan Securities. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and applies risk management tools and stress testing to align portfolios with client objectives.

Paul Perrino is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2024. Prior to joining Corient, he spent eight years at Ensemble Capital 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 corporations. The firm’s goals-based, team investment approach integrates individual security selection, fixed-income strategies, and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

John Griffin is a CFP®-certified financial advisor at Corient with two years of industry experience. His prior roles include positions at Columbia Pacific Wealth Management and Tufts University. Outside of finance, he worked at Gregg's Greenlake Cycles. Corient provides investment advisory and financial planning services to a diverse range of clients, 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, combining in-house strategies with third-party manager solutions and continuous risk monitoring.