Jupiter, FL Office

Michael Diamond is a financial advisor with Corient in Jupiter, FL, holding a Series 65 credential. He has one year of industry experience and has held roles at Corient, Corient Services LLC, NewDay USA, Extended Travel, and Center for Asset Management. 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 uses risk management tools and stress testing to align portfolios with client objectives.

Mark Renz is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes eight years at Socius Family Office, 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

William Bush is a financial advisor at Corient with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Geller Advisors and J.P. Morgan in various roles. Outside of his advisory work, he serves on the advisory board and as a director for Exegy Inc., a financial technology company, and is involved in strategic oversight for multiple investment-related entities. 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 combining in-house strategies with third-party solutions and continuous risk management, also leveraging affiliated private fund platforms and specialized trust services.

John Paolella is a financial advisor at Corient with a Series 65 designation and three years of industry experience. He previously worked for Eaton Vance WaterOak Advisors for 11 years. Paolella also serves as an individual trustee for Corient clients. 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 employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.