The Investment Management team at Corient is responsible for devising and implementing tailored investment strategies to optimize client wealth. They analyze market trends, manage diverse asset portfolios, and ensure effective execution of trades, all while fostering strategic partnerships and harnessing innovative investment opportunities. This team takes a holistic approach to investment, aligning client goals with comprehensive financial management.
Alexander Keller
Director, Investments
Candice Ruvalcaba
Senior Accountant
Cfp® Christopher Har...
Associate Portfolio Manager
Conrad Szilard
Director Talent Acquisition
James Herr
Senior Director, Investments
Jessica Lim
Director Of Trading, Investmen...
Jonathan Lack
Director of Strategic Partners...
Meghan O'Donnell
Partner And Senior Portfolio M...
Nolan Gladieux
Director - Investment Research
Sital Rahman
Senior Trade Execution Special...