Corient
Margerita Simoni is an accomplished Executive Assistant with extensive experience supporting high-level executives in a variety of industries. Currently serving as Executive Assistant to the Chief Financial Officer at Corient since June 2025, Margerita previously held positions at The Concours Club, Zimmerman Advertising, and The Trump Group, where responsibilities included assisting top executives and managing critical tasks. Margerita began their career as an Administrative Assistant at Crown Royal Realty and advanced to roles with greater responsibility, including serving as Executive Assistant to the Chief Information Officer at Paramount Group. Margerita holds a Bachelor of Science degree in International Business from Mercy University, earned between 2013 and 2017.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.