Corient

Thomas Mason is a Series 65-licensed financial advisor at Corient with nine years of industry experience. His prior roles include positions at Fisher Investments and AssuredPartners Investment Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized, goals-based asset allocations and integrates risk management through factor models, stress testing, and manager due diligence.

Katherine Lidl is a CFP® professional at Corient in Atlanta, GA, with experience at Corient and Brightworth dating back to 2019. She also worked at the University of Georgia from 2014 to 2019. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model to create customized portfolios and integrates risk management through factor models, stress testing, and ongoing due diligence.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Carillon Tower Advisers, Inc. and CI Doyle Private Wealth, LLC. Outside of advisory roles, he was involved with Ready Set Drive Autos LLC. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to build customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Carmen Iamandii is a financial advisor at Corient with eight years of industry experience and holds a Series 66 designation. She previously worked at Columbia Pacific Wealth Management and UBS Financial Services Inc. Iamandii also has a background in economic studies from Bucharest University of Economic Studies. Corient provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model that combines customized asset allocations with risk management and offers access to alternative investments through both in-house strategies and third-party managers.

Brett Miller is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Corient, where he has worked since 2022, and previously held roles at Ci Brightworth and McGill Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model focused on customized, goals-based asset allocations and integrates risk management through factor models, stress testing, and ongoing manager due diligence.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Emfo LLC. His background includes roles in both financial services and lending. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment approach with customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Lindsay Conaway is a financial advisor at Corient with three years of industry experience. She holds a Series 65 designation and previously worked for Avalon Wealth Management LLC and Avalon Advisors, LLC for ten years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model focused on customized, goals-based asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

James Herr is a CFA® charterholder based in Dallas, TX, with three years of industry experience. He has worked at Corient and its affiliates since 2022 and previously spent 11 years at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model to construct customized portfolios across multiple asset classes, incorporating risk management tools and access to alternative investments through both in-house and third-party strategies.

David Deschamps is a CFP® with 17 years of industry experience, currently serving at Corient. His prior work includes roles at Balasa Dinverno Foltz LLC and Ausdal Financial Partners, among others. He holds a Series 66 designation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment model focused on customized asset allocations and integrates risk management through ongoing monitoring and due diligence.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Corient, he worked at GenTrust LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model focused on customized asset allocations and integrates risk management through advanced analytical tools and ongoing due diligence.

Robert Ellis Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Corient, where he has worked since 2022. His prior roles include positions at Kore Private Wealth, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model focused on customized asset allocations and integrates risk management through factor models and ongoing due diligence.

Ashley Nimon is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. Her prior work includes roles at Radnor Financial Advisors, MassMutual Greater Philadelphia, and Northwestern Mutual. Outside of finance, she has experience with hospitality and education sectors, including employment at Smokehouse Tavern and Temple University. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model with customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Brian Orton is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Corient Services LLC since 2023, following eight years at Columbia Pacific Wealth Management. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized asset allocations and incorporates risk management through factor models, stress testing, and manager due diligence.

Robert Hanlon III is a CFA® charterholder with four years of industry experience. He is currently with Corient, where he has worked since 2022. His prior experience includes roles at Dowling & Yanhke, LLC and FS Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model focused on customized, goals-based asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Eric Bodner is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch, Bank of America, and Kore Private Wealth. He is a non-managing member of several private investment companies organized in California. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model that focuses on customized, goals-based asset allocations and integrates risk management through factor models and ongoing due diligence.