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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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