Corient Employee Directory

Financial ServicesFlorida, United States1001-5000 Employees

Corient is a financial services firm based in Miami, Florida, operating as a fee-only registered investment adviser. It positions itself as the largest integrated fee-only RIA in the United States, with wealth advisors who cover planning, investing, lending, and money management. The firm uses a partnership model that promotes collaboration among professionals and emphasizes fiduciary, client-first service to deliver a differentiated wealth management experience. Its client base comprises ultra-high- and high-net-worth individuals and families seeking coordinated, multi-disciplinary wealth advisory and multi-family office capabilities. In 2026 the firm announced multiple acquisitions and expansion initiatives, including plans to extend its footprint into Canada, signaling ongoing growth and geographic diversification.

Find Corient employees' phone numbers or email addresses

Corient Global Highlights

Location
Employees

North America
1.2K

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  • United States Of America
    1.2K
  • Canada
    14

Asia
3

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  • India
    3

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Corient's Leadership

  • Stylized image of a person
    M. P.
    Chief Accounting Officer
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    K. M.
    Chief Accounting Officer (cao)
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    K. M.
    Partner And Ceo
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    M. S.
    Associate - Personal Cfo
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    M. Z.
    Senior Talent Partner
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    R. C.
    Senior Talent Partner
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    J. F.
    Sr. Talent Partner
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    M. B.
    Partner, Chro
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Corient Employee Metrics

100%
50%
0%
2026
2025
  • Operations
  • Finance
  • Administrative
  • Analytics
  • Engineering
  • Other
  • Customer Success
  • Banking
  • Community & Social Services
  • Accounting
  • Human Resources
  • Information Technology
  • Legal

Contact profiles from Corient

Name
Title
Contact Info
Location
Last Update
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    P. W.
    Partner, Head Of Alternatives
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    United StatesNew York
    Mar 31, 2026
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    L. G.
    Partner, Chief Operating Officer
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    United StatesFlorida
    May 27, 2026
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    T. P.
    Regional Managing Partner Of The Southeastern Region & Wealth Advisor
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    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    L. B. C.
    Partner & Wealth Advisor
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    United StatesGeorgia
    Apr 14, 2026
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    R. D.
    Partner, Wealth Advisor
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    United States
    Apr 21, 2026
  • Stylized image of a person
    A. K.
    Partner, Head Of Portfolio Construction
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    United StatesNew Jersey
    Aug 11, 2025
  • Stylized image of a person
    M. R.
    Partner, Wealth Advisor
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    United StatesFlorida
    Apr 13, 2026
  • Stylized image of a person
    B. M.
    Partner, Fixed Income Portfolio Manager
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    United StatesMississippi
    Apr 14, 2026
  • Stylized image of a person
    K. M. A.
    Director Of Operations, Personal Cfo
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    United StatesFlorida
    May 14, 2026
  • Stylized image of a person
    C. W.
    Director, Personal Cfo Services
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    United StatesNew York
    May 29, 2026

Frequently Asked Questions

What is Corient known for?

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Corient operates in the Financial Services industry. The company's main headquarters is located in Miami, Florida United States. Explore Corient's company overview page for more information.

What is Corient's most common email format?

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Corient employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Corient email formats with LeadIQ.

How many employees does Corient have currently?

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Corient has approximately 1.3K employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Corient's key employees and leadership?

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As of May 2026, Corient's key employees include:

  • Chief Accounting Officer: M. P.
  • Chief Accounting Officer (cao): K. M.
  • Partner And Ceo: K. M.
  • Associate - Personal Cfo: M. S.
  • Senior Talent Partner: M. Z.

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