New York, NY Office

Henry Renard is a financial advisor at Corient with five years of industry experience. He has been with Corient and its affiliated entities since 2023, and prior to that, he worked at Inverness Counsel, Inc. for 48 years. Corient provides investment advisory and financial planning services to a diverse client base that includes 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 specialized offerings through affiliates.

Robert Ellis Jr. is a CFA® charterholder and holds a Series 66 license, with eight years of experience in the financial services industry. He is currently with Corient in New York, where he has worked since 2022, following prior roles at Kore Private Wealth, Bank of America, and Merrill. 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 that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Eric Bodner is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Kore Private Wealth, and CIPW Service Company. Outside of his advisory role, he is a non-managing member of several private investment companies organized in California. 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 managers and uses various risk management tools to align portfolios with client objectives.

Katlyn Valencia is a CFP® and holds a Series 65 license with six years of industry experience. She currently serves as a financial advisor at Corient and has prior experience with Brighton Jones and Pacific Capital Resource Group. Valencia also worked at the University of Washington for four years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring.

Benjamin Sax is a financial advisor at Corient with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, and Kore Private Wealth. Sax serves as a board member of the Anti-Defamation League, a civil rights organization, where he participates in a subcommittee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

David Spungen is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hillview Capital Advisors, RegentAtlantic, and CIPW Service Company. Outside of his advisory role, he serves on the advisory board of Simply Good Jars, providing general strategic advice. Corient offers 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 managers and utilizes risk management tools and alternative investment options.

Benjamin Uhing is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase from 2015 to 2026. Outside of his advisory role, he is a passive investor and owner/partner in a virtual design and construction services company. 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 combines internal strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Adrian Sancho is a financial advisor with Corient, holding five years of industry experience. Prior to joining Corient, he worked at Inverness Counsel, LLC for thirteen years. He also serves as an individual trustee for a client of Corient. 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, utilizing in-house strategies alongside third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Lauren Waldo is a CERTIFIED FINANCIAL PLANNER™ at Corient with five years of industry experience. She previously worked at Inverness Counsel, LLC for eight years before joining Corient in 2023. Waldo also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Andrew Kim is a financial advisor at Corient with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Prudent Investor Advisors, Dowling & Yahnke, and Stevens First Principles. 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 combining in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

Robert Meyer is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2023. His prior experience includes roles at Roosevelt Investments and The Roosevelt Investment Group, Inc. Outside of his advisory work, Meyer serves as Chairman of the Investment Committee and a member of the Finance Committee at East Side House Settlement, a nonprofit focused on educating disadvantaged youth. 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 uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs various risk management tools and alternative investment options.

Jeffrey Bluestein is a financial advisor at Corient in New York, NY, holding a Series 65 designation with 15 years of industry experience. His work history includes nearly two decades at R.H. Bluestein & Co LLC and recent roles within Corient and its affiliated entities. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and risk management tools, while offering specialized services through affiliated entities.

Megan Vacca is a financial advisor at Corient in New York, NY, with 21 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Summit Trail Securities, Purshe Kaplan Sterling, Barclays Capital, Lehman Brothers, and UBS Financial Services. 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, employing risk management tools and continuous portfolio monitoring.

Michael Ajello Jr. is a financial advisor at Corient with five years of industry experience. He previously worked at Inverness Counsel, LLC for 13 years. 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 proprietary strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.

Kyle Kratochvil is a CFP® professional with five years of industry experience, currently serving at Corient. His background includes roles at RegentAtlantic and Equitable Advisors, among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach with a mix of in-house strategies and third-party solutions, supported by extensive risk management and alternative investment options.