What departments does Corient Capital Partners have?

Corient Capital Partners has employees across 8 departments including Finance, Administrative, Real Estate, Program & Project Management, Customer Success.

What is the largest department at Corient Capital Partners?

The largest department at Corient Capital Partners is Consultant with 6 employees.

Where are Corient Capital Partners employees located globally?

Corient Capital Partners has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Corient Capital Partners's team size changed over time?

Corient Capital Partners's team has decreased from approximately 3 to 2 employees based on available data.

Corient Capital Partners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Corient Capital Partners is a privately owned, independent wealth management firm based in Newport Beach, California. It focuses on a select group of ultra-affluent individuals, their families, and their companies, offering tailored investment strategies and dedicated guidance designed to connect financial planning with clients’ values and legacy goals. Because it operates independently of large financial services conglomerates, the firm emphasizes objectivity and transparency, providing access to a broad range of investment offerings on clients’ behalf rather than selling specific products.

Within the financial services industry, Corient positions itself as a specialized advisor delivering goals-based wealth management aimed at sustaining lifestyle and preserving legacy. In 2026, the firm announced expansion into Canada, reflecting an active growth strategy.

Corient Capital Partners Global Highlights

North America
70

United States Of America
70

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Corient Capital Partners's Leadership

K. S.
Head Of Workplace And Corporate Real Estate
Mobile Phone
Email
A. W.
Manager Of Personal Chief Financial Officer Services
Mobile Phone
Email
A. C.
Wealth Advisor And Partner
Mobile Phone
Email
C. G.
Associate Partner
Mobile Phone
Email
J. E.
Partner And Wealth Advisor
Mobile Phone
Email
J. S.
Partner And Wealth Advisor, Co-Chair Neighborhood Nonprofits Group
Mobile Phone
Email
J. P.
Partner - Wealth Advisor
Mobile Phone
Email
M. H.
Family Office Director, Personal Chief Financial Officer Services
Mobile Phone
Email

Corient Capital Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Corient Capital Partners

Name

Title

Contact

Location

Last Update

A. W.
Manager Of Personal Chief Financial Officer Services
Mobile Phone
Email
Oct 21, 2024
A. C.
Wealth Advisor And Partner
Mobile Phone
Email
Jan 30, 2025
C. G.
Associate Partner
Mobile Phone
Email
Oct 16, 2024
J. E.
Partner And Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
J. S.
Partner And Wealth Advisor, Co-Chair Neighborhood Nonprofits Group
Mobile Phone
Email
Oct 16, 2024
J. P.
Partner - Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
M. H.
Family Office Director, Personal Chief Financial Officer Services
Mobile Phone
Email
Oct 17, 2024
S. B.
Partner
Mobile Phone
Email
Jun 25, 2025
S. T.
Partner & Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
K. S.
Head Of Workplace And Corporate Real Estate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Corient Capital Partners known for?

Corient Capital Partners was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-949-945-****

. Explore Corient Capital Partners's company overview page for more information.

What is Corient Capital Partners's most common email format?

Corient Capital Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Corient Capital Partners email formats with LeadIQ.

How many employees does Corient Capital Partners have currently?

Corient Capital Partners has approximately 32 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Corient Capital Partners's key employees and leadership?

As of July 2026, Corient Capital Partners's key employees include:

Head Of Workplace And Corporate Real Estate: K. S.
Manager Of Personal Chief Financial Officer Services: A. W.
Wealth Advisor And Partner: A. C.
Associate Partner: C. G.
Partner And Wealth Advisor: J. E.

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Corient Capital Partners Employee Directory

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