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Corient

www.corient.com

 
Corient is a fiduciary, fee-only wealth management firm that operates as a private partnership. Formerly known as CI Private Wealth, the company rebranded to Corient in August 2023, emphasizing its client-oriented approach. Corient is dedicated to helping clients achieve their financial goals, simplify their lives, and create lasting legacies. The firm offers a range of comprehensive wealth management services, including investment and financial planning, tax strategies, and trust services. Corient tailors its offerings to various client groups, such as individuals and families, athletes and entertainers, business owners, corporate executives, and healthcare professionals. The firm also provides specialized guidance for divorcing individuals, ...
  • Number of Employees: 1K-5K
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Joshua Harlin
 Director Information Technology Operations Profile
Elizabeth Kaufman
 Vice President, Information Security Profile

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MidSouth Bank

MidSouth Bank opened our first Louisiana branch in 1985, in the midst of the Gulf South’s oil and gas industry collapse. We emerged from the 80s with a seasoned team of professionals that knew how to guide businesses through tough times and a loyal group of customers ready to grow. Over the following years we have expanded across Louisiana and Texas in areas such as Houston, Dallas/Ft. Worth, Beaumont and East Texas, and we serve a variety of key industry sectors that drive the economic engine of the Gulf South. By working closely with these clients to understand their business, MidSouth has developed numerous industry-specific products and programs customized to help clients achieve their goals. Combine this attention to customer service with our higher lending limits and the ability to make local decisions on loans, and we provide you the ability to seize business opportunities quickly.