Houston, TX Allen Parkway Office

Lindsay Conaway is a financial advisor at Corient with four years of industry experience. She holds a Series 65 credential and previously worked for Avalon Wealth Management LLC and Avalon Advisors, LLC for ten years. Conaway is based in Houston, TX. 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 managers and employs risk management tools and alternative investment options where appropriate.

Nicole Campbell is a financial advisor at Corient with a Series 65 credential and one year of industry experience. Prior to joining Corient, she worked at Boston Consulting Group for five years and Deloitte for two years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates internal strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Alberto Francis is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Bank of America, Lone Star National Bank, and Cypress Street Capital. Based in Houston, TX, he 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, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Sandeep Tiwari is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Corient in Houston, TX. His prior experience includes roles at Broadway National Bank and Western Commerce Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investments where appropriate.

Christopher Halaska is a financial advisor at Corient with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Avalon Wealth Management and Memorial Herman Health System. He serves as an advisory board member for The University of Texas at Austin Master's in Finance program, providing mentorship and program guidance. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

John Lytle is a financial advisor at Corient in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for 10 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm employs a goals-based, team investment approach integrating in-house strategies, third-party managers, and risk management tools, with capabilities in private funds and affiliated trust services.

Meagan O'Shaughnessy is a financial advisor at Corient with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, the University of Texas McCombs School of Business, and Morgan Stanley. 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 managers and employs risk management tools and alternative investments as appropriate.

Zachary Turman is a financial advisor at Corient with a Series 66 designation and three years of industry experience. His prior roles include positions at Avalon Wealth Management LLC and Baker Hughes. Corient provides investment advisory and financial planning services to a wide range of clients, 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 uses advanced risk management tools to align portfolios with client objectives.

Jessica Lim is a financial advisor at Corient with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Avalon Wealth Management LLC and Levitt Capital Management LLC. Lim is based in Houston, TX. 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 integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Gan Li is a financial advisor at Corient with a Series 65 designation and four years of industry experience. Prior to joining Corient, Gan worked at Avidian Wealth Solutions and held positions at several other firms including Next Financial and Provident Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach combining in-house strategies with third-party managers and actively monitors portfolios using risk management tools and stress testing.

Joanna Fetter is a financial advisor at Corient with 12 years of industry experience. She holds a Series 66 designation and has worked at Corient and affiliated entities since 2023, following nine years with Avalon Investment & Advisory and Avalon Wealth Management. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and stress testing to align portfolios with client objectives.

Ryan Fletcher is a financial advisor at Corient with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avalon Wealth Management LLC and Avalon Investment & Advisory. Fletcher has been with Corient and its related entities since 2023. 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 combining in-house strategies with third-party manager solutions, using risk management tools and alternative investments where appropriate.

Randall Hale is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previous experience at PwC and Avalon Advisors. 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 that incorporates both in-house and third-party strategies, risk management tools, and may include alternative investments where appropriate.

Sanjay George is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Rock & Co LLC, Rockefeller Financial LLC, and Raymond James & Associates. George is based in Houston, TX. 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 employs risk management tools and ongoing portfolio monitoring.

William Marks is a financial advisor at Corient with 13 years of industry experience. He holds the Series 66 designation and previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for ten years. Marks joined Corient and its related entities in 2023. 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 integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.