Ashley Nimon is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Corient since 2022 and previously held roles at Radnor Financial Advisors, MassMutual Greater Philadelphia, and Northwestern Mutual. Outside of financial services, she was involved with the Smokehouse Tavern and has experience connected to Temple University. 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 integrates in-house strategies with third-party manager solutions, employing risk management tools and alternative investment options tailored to client objectives.

Michael Mattise is a CFP® with 34 years of industry experience, currently serving at Corient. His prior experience includes roles at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He is a member of the RIA Advisory Committee for Brookfield Oaktree and serves on the board and finance and investment committees of The Foundation for Delaware County. 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 internal strategies with third-party managers and utilizes risk management tools, alternative investments, and private fund capabilities.

Max Elfenbein is a financial advisor at Corient with four years of industry experience. He holds the Series 65 designation and has held prior roles at Radnor Financial Advisors and The Springhaven Club. 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 and customized asset allocation.

Alyssa Otway is a CFP® with six years of industry experience and is currently with Corient. Her prior experience includes roles at Radnor Financial Advisors, Penn Mutual Asset Management, and the Buck's County District Attorney's Office. She holds the Series 65 designation. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, and offers specialized services such as family office, tax, and corporate trustee solutions.

Casey Shure is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He also acts as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and utilizes advanced risk management and monitoring tools.

Justin Spike is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Corient. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and Radnor Financial 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 combining in-house strategies with third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

Derrick Goodenow is a CFP® professional with six years of experience in financial advisory. He currently works at Corient and has held positions at Radnor Financial Advisors and PepsiCo among others. Corient provides investment advisory and financial planning services to 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, combining in-house strategies with third-party manager solutions and customized asset allocation, continuously monitoring portfolios with risk management tools and stress testing.

Brian Jacobs is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Corient and its affiliated entities where he has worked since 2016, including Radnor Financial Advisors and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base that includes 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, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Haley Langan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Corient. Her prior roles include positions at Radnor Financial Advisors, SEI Investments, and CIPW Service Company. 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 combining in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Austin Hoggan is a CFP® with 15 years of industry experience and currently serves as an advisor at Corient. He has worked at several firms, including Radnor Financial Advisors and MyCIO WEALTH PARTNERS, before joining Corient. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and applies risk management tools to align portfolios with client objectives.

Bryan Blades is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Corient in Wayne, PA, where he has worked since 2022. Prior to joining Corient, he spent nine years at Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 incorporates risk management tools and alternative investments where appropriate.

Matthew Horan is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previously held roles at Temple University, My CIO Wealth Partners, and Aronimink Golf Club. 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 combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Kathryn Riesberg is a Series 65-licensed financial advisor with Corient, based in Wayne, PA, and has four years of industry experience. Her prior roles include positions at Radnor Financial Advisors and MassMutual Greater Philadelphia, as well as work at Temple University’s Office of Institutional Research & Assessment and Fox School of Business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation. The firm offers specialized services through affiliates, including family office, tax, and corporate trustee services, and maintains active portfolio monitoring with risk management and alternative investment options.

Carl Rosenfeld is a CFP® with 21 years of industry experience and is currently an advisor at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, CIPW Service Company, LLC, and Corient Services LLC. He is a partner in Tomorrow Starts Today, a youth sports training program, where he contributes to strategy planning and marketing. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Natalie Radebaugh is a financial advisor at Corient in Wayne, PA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles at Benchmark Financial LLC and Core Accounting & Consulting Group, as well as academic positions at the University of Delaware and local schools. 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 integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

Joseph Giorgio is a financial advisor at Corient with three years of industry experience. He holds the Series 65 designation and has worked at several firms, including Coventry First and Radnor Financial Advisors. 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 emphasizes risk management and portfolio monitoring.

Jack Gartlan is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Balasa Dinverno Foltz LLC and Triad Financial Advisors. 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 with third-party solutions and employs risk management tools and alternative investments where appropriate.