Corient
Corient is the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Links to third-party websites are provided solely for informational purposes and do not constitute investment advice or a recommendation to invest. We do not endorse or guarantee the accuracy of content on these external sites and are not responsible for their policies, security practices, or the reliability of the information they provide. Full legal disclosures:
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Verified contacts
200
available on Kipplo
LinkedIn employees
1.2K
1001 to 5000 range
Open roles
50
across 4 depts
Distinct roles
371
indexed titles
Tech stack
2
tools in use
Monthly traffic
147
organic / mo
Hiring · 50 open positions across 4 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AL
Allison Lyons
Partner and Wealth Advisor · Finance & Accounting
EmailPhone - AR
Andrew R. Lundin
Associate Partner, Wealth Advisor · Finance & Accounting
EmailPhone - AM
Ann M Peterson
Head of Human Resources · Human Resources
EmailPhone - FP
Fernando Pérez
Director, Investments · Finance & Accounting
EmailPhone - JM
Jennifer MacKey
Director of Client Services · Customer/Client Service
EmailPhone - KW
Keith W. Minogue
Senior Portfolio Manager · Finance & Accounting
EmailPhone - MH
Matt Holden
Director - Investments · Finance & Accounting
EmailPhone - PS
Pablo Sotomayor
Director of Investments · Finance & Accounting
EmailPhone - PC
Paulina Cromwell Stannard
Head of Impact · General Business & Management
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Corient
371 distinct titles indexed · top 10 shown.
- 67wealth advisor
- 55associate wealth planner
- 53associate wealth advisor
- 37partner, wealth advisor
- 34partner
- 31wealth planner
- 12client service associate
- 12partner and wealth advisor
- 12wealth planning intern
- 11()
- +361more titles
Sign up to unlock all 200 contacts at Corient
Free for 7 days · 50 credits · no card · only pay for verified records.
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