At CI Corient Private Wealth, when you work with us, you gain the collective expertise and experience of our entire firm.

 

MEET OUR TEAM

Our team has exceptionally high levels of expertise, elite experience, and a proven track record for guiding clients through the full spectrum of investments and personal financial decision making—so you can focus on living your lives. Simply click on a name to get to know our team.

 

 

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Alexander Adair

Finance Director

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MJ Affleck

Associate Wealth Advisor

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Austin Allen

Wealth Advisor

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Daniel Bickel

Associate Financial Advisor

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Christopher A. Copps

Partner

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Amy Costello

Client Service Associate

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Nicolae Cristea

Partner, CIO

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Kristen Cruz

Director, HR & HR Business Partner

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Jake Halladay

Partner, Wealth Advisor

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Heather Hargrove

Client Service Associate

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Gordon Hassenplug

Partner, Wealth Advisor

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Erik Haven

Director - Investments

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Darren L. Henderson

President and Partner, Wealth Advisor

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Austin Jaeger

Controller

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Jasveen Kohli

Client Service Associate

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Zach McGlothin

Associate Wealth Advisor

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Nicole McMann

Client Service Associate

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Madeline Parker

Analyst

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Michael R. Phelps

Partner, Wealth Advisor

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Robby Saggu

Partner, Wealth Advisor

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Grace Sloan

Associate Analyst

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Naomi Stein

Associate Financial Planner

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Alexander Stimpson

Partner, Wealth Advisor

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Jonathan P. Tenney

Partner, Wealth Advisor

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Kim Vu

Financial Planner

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Gregory J. Walters

Partner, Wealth Advisor

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Extensive credentials working for you

We have spent thousands of hours becoming experts at every aspect of a family’s financial life in order to help ensure our recommendations—as well as client decisions—are based on real data. And we have the credentials to prove it:

 

A designation given by the American Institute of Certified Public Accountants that distinguishes individuals committed to protecting the public interest.

What it means to you: I can provide a unique perspective not only on your tax situation, but on the financial health of potential investments.

This certification identifies individuals who have met rigorous professional standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

What it means to you: I understand the entire spectrum of financial concerns and can help build a plan to address all of them.

One of the highest distinctions in the investment management profession, the CFA credential identifies individuals with advanced investment analysis capabilities who have been recognized globally for their commitment to ethics and professionalism.

What it means to you: I understand how to identify, analyze, select and monitor the investments that can help you reach your goals.

This designation identifies professionals with expertise in manager research, due diligence, asset allocation and risk management for alternative assets like hedge funds, private equity, real estate and more.

What it means to you: I understand how to evaluate and incorporate alternatives into portfolios in order to enhance performance, reduce risk or both.

This credential identifies professionals with extensive knowledge of advanced planning topics including estate planning, employee benefits planning, and more.

What it means to you: I can help you simplify and plan for even the most complicated of financial planning issues.

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