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Nima M

Series 65

Seattle, WA

Corient

Nima Movassaghi is a financial advisor at Corient with a Series 65 credential and two years of industry experience. Prior to joining Corient, he worked at Freestone Capital Management, LLC, and held various roles at Eugene Country Club and Sapient Private Wealth Management. 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 uses a goals-based, team investment approach that integrates in-house and third-party strategies, employing risk management tools and alternative investment options to align portfolios with client objectives.

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