Laura Barry
Managing Director
Milwaukee, Wisconsin
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Marguerita M. Cheng
Chief Executive Officer
Gaithersburg, Maryland
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Suzanne Wheeler
Managing Director & Senior Wealth Advisor
Amarillo, Texas
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Alex Flagg
Associate Advisor
San Francisco, California
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Alexia Candelaria
Lead Advisor
Los Angeles, California
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Andrew Connors
Wealth Advisor, Managing Director
Cleveland, Ohio
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CorientFirm websiteHeather Locus
Partner
Itasca, Illinois
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Lili A. Vasileff
President
Greenwich, Connecticut
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Patrick C. Duff
Partner
St. Louis, Missouri
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Rita Lee
Partner
Mill Valley, California
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