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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, entrepreneurs, and foundations, ensuring that each clients unique financial needs are met effectively.
My Bank First United is a full-service financial institution providing a complete range of consumer deposits, loan products and banking services, as well as commercial deposit and loan products. We also offer trust and insurance services! First United Investment Services provides full-service brokerage at First United Bank and Trust offices. Headquartered in Oakland, Maryland, we serve communities throughout Maryland’s Garrett, Allegany, Washington and Frederick counties, and West Virginia’s Mineral, Hardy, Monongalia and Berkeley counties, as well as neighboring areas of Pennsylvania. First United Corporation, a one bank holding company with over one billion dollars in assets and nearly 30 full-service or drive-up offices and a Customer Service Center, all devoted to our customers and the communities they serve!
First Bank Of Charleston is a Charleston, WV-based company in the Financial Services sector.
BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.