Michael R. Phelps serves as a Partner at Corient, one of the largest integrated Registered Investment Advisors (RIAs) in the United States, since July 2023. Prior to this role, Michael was a Partner at CI Corient Private Wealth and a Founding Partner at Corient Capital Partners, where the focus was on delivering objective financial advice and personalized services to clients. Michael's extensive experience in wealth management includes serving as a Private Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management from 2003 to 2015, and as an Accountant at Deloitte from 2001 to 2003. Michael earned a Bachelor's Degree in Accounting from Brigham Young University.
This person is not in any teams
This person is not in any offices