Brunswick, ME Office

Daniel Lay is a financial advisor with Corient, holding a Series 65 designation and 19 years of industry experience. He worked at H.M. Payson & Co for 20 years before joining Corient in 2026. 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 corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

David Shaughnessy is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Corient. His prior work includes seven years at H.M. Payson and Co and eleven years at F.L. Putnam Investment Management Co. Corient provides investment advisory and financial planning services to 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 strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.