San Diego, California
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6listed professionals
About the firm.
Corient is a fee-only wealth management firm serving individuals and families. Its published services combine investment management and wealth planning with wealth transfer and family office support, including tax, philanthropy, family governance, lending, and other specialized needs.
Listed professionals reflect directory coverage, not the firm’s total headcount. Team listings may include client-service professionals as well as advisors. Imported affiliations may have changed.
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The professional directory
Full firm directory People listed with Corient.
6 professionals
Alphabetical orderBM
CorientFirm websiteBrett Miller
Managing Partner, Charlotte
Charlotte, North Carolina
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CorientFirm websiteCharlie Jordan
Partner
Atlanta, Georgia
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CorientFirm websiteHeather Locus
Partner
Itasca, Illinois
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CorientFirm websiteJames Ciprich
Partner
Morristown, New Jersey
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CorientFirm websiteLisa Brown
Partner
Atlanta, Georgia
Request introductionDirectory inclusion is informational. Imported affiliations and business contacts come from a historical source and may have changed. About the data