Portland, ME Portland Square Office

Peter Robbins is a CFA® charterholder with 23 years of industry experience, currently serving at Corient in Portland, ME. Prior to joining Corient in 2026, he spent 45 years at H. M. Payson & Co. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing risk management tools and alternative investments when appropriate.

Timothy Griffin is a financial advisor at Corient with 14 years of industry experience. He holds a Series 65 designation and previously worked at HM Payson & Co for 19 years 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, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party solutions and incorporates risk management tools and alternative investments when appropriate.

Margaret Reinfried is a CFP® with 13 years of industry experience. She has been with Corient since 2026 and previously worked at HM Payson for 12 years. 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 customized asset allocation.

John Beliveau is a CFP® and CFA® with 24 years of industry experience. He has been with Corient since 2026, following a 27-year tenure at H. M. Payson & Co. based in Portland, ME. 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 integrating in-house strategies with third-party managers and uses risk management tools and alternative investment options where appropriate.

James Flower is a Certified Financial Planner® with 19 years of industry experience. He is currently with Corient in Portland, ME, where he has worked since 2026 following an 11-year tenure at H.M. Payson & Co. 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, integrating in-house strategies with third-party managers and utilizing risk management tools to align portfolios with client objectives.

Everett Coulter is a CFP® and Series 65 registered advisor at Corient with experience spanning several firms since 2017, including Atlantic Trust and Bangor Savings Bank. He began his career after graduating from the University of Maine Orono and has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.