Corient
Stephen Kistner, CFA, is an experienced Wealth Manager at Corient since August 2023, following a tenure as Vice President at CI Eaton Private Wealth from October 2022 to September 2023. Prior to that, Kistner served as Vice President and Investment Counselor at Eaton Vance Investment Counsel from March 2011 to October 2022, specializing in investment counseling for families, trusts, endowments, and foundations. Kistner's extensive career includes roles as Senior Resident Officer and Managing Director at Bessemer Trust, Managing Director at U.S. Trust, and Managing Director at State Street, where Kistner worked from 1983 to 2004. Education includes a Bachelor of Arts in History from Harvard University and an MBA in Finance and Investments from Boston University.
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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.