Westport, CT Office
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Corient
Enterprise
Firm-wide stats for Corient
About
Corient provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. Services include discretionary and non‑discretionary portfolio management, financial planning and reporting, and specialized offerings through affiliates such as family office, tax, and corporate trustee services.
The firm employs a goals‑based, team investment approach that combines in‑house individual security and fixed‑income strategies with third‑party manager solutions and customized asset allocation. Corient’s Investment Team and committees monitor portfolios continuously and use risk management tools and stress testing (Bloomberg, Aladdin, MSCI, Axioma, etc.) to align exposures with client objectives, and they may incorporate alternative investments, derivatives, and private fund allocations where appropriate.
Distinctive features include affiliated private fund capabilities and related platforms — Corient IA and Segall Bryant & Hamill affiliates advise private funds, Corient Private Access (CoPA) aggregates private fund series via the GLASfunds platform, and the Corient Registered Alternatives Fund (CoRA Fund) is managed by an affiliate. The firm is also affiliated with a FINRA‑approved broker‑dealer (GLASfunds), operates affiliated trust entities, and discloses that Corient GPIII LP is registered as a commodity pool operator with the CFTC and NFA; Corient is majority‑owned indirectly by Mubadala Capital LP (ultimately owned by the Government of Abu Dhabi).
Based on Corient
Expertise
Based on Corient
Location
518 B Riverside Ave 2nd Floor
Westport CT 06880
Advisors at this office
4
Advisors at this office
Shrill P
Series 65, Series 66
Westport, CT
Corient
Shrill Patel is a financial advisor at Corient with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Corient, Patel worked at Stelvio Private Wealth and JP Morgan Chase. 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 that blends internal strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.
Frank R
CFP®, CFA®, Series 66
Westport, CT
Corient
Frank Rossetti Jr. is a CFP®, CFA®, and Series 66 credentialed advisor with 10 years of industry experience. He currently works at Corient and Corient Services LLC since 2025 and has previous experience at Northeast Financial Consultants, Inc. and BNY Mellon. 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 internal strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.
Scott P
Series 63, Series 65
Westport, CT
Corient
Scott Patten is a financial advisor at Corient with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Corient Services LLC since 2025, as well as Northeast Financial Consultants, Inc. since 2012. Outside of his advisory role, he serves as a trustee managing a family trust brokerage account. 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, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.
Elwood D
Westport, CT
Corient
Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. 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 corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.
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