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Corient Employee Directory

Investment ManagementIllinois, United States51-200 Employees

Balasa Dinverno Foltz LLC (BDF LLC) is an investment-management firm based in Itasca, Illinois. It provides comprehensive financial planning and investment management with an emphasis on objective, conflict-free guidance. Its client base includes business owners, women, individuals and families, and institutions, and the firm maintains Practice Groups focused on professionals such as attorneys, divorce practitioners, executives, financial professionals, insurance brokers, and widows. Its professionals—CPAs, CFPs, CFA charterholders, MBAs, CDFA professionals, and an attorney—support a holistic, customized approach to wealth management. In 2020, CI Financial Corp acquired Balasa Dinverno Foltz LLC.

Find Corient employees' phone numbers or email addresses

Corient Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Corient's Leadership

  • Partner & Director Of Client Experience at Corient
    D. D.
    Partner & Director Of Client Experience
  • Wealth Manager at Corient
    B. C.
    Wealth Manager
  • Wealth Manager at Corient
    C. M.
    Wealth Manager
  • Wealth Manager at Corient
    T. M.
    Wealth Manager
  • Senior Financial Planner at Corient
    K. V.
    Senior Financial Planner
  • Private Wealth Management at Corient
    M. H.
    Private Wealth Management

Corient Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Corient

Name
Title
Contact
Location
Last Update
  • Partner & Director Of Client Experience at Corient
    D. D.
    Partner & Director Of Client Experience
    Mar 27, 2024
  • Wealth Manager at Corient
    B. C.
    Wealth Manager
    Mar 27, 2024
  • Wealth Manager at Corient
    C. M.
    Wealth Manager
    Jan 30, 2025
  • Wealth Manager at Corient
    T. M.
    Wealth Manager
    Mar 27, 2024
  • Senior Financial Planner at Corient
    K. V.
    Senior Financial Planner
    Mar 27, 2024
  • Private Wealth Management at Corient
    M. H.
    Private Wealth Management
    Oct 22, 2024

Frequently Asked Questions

What is Corient known for?

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Corient was founded in 1986 and operates in the Investment Management industry. You can contact Corient's main corporate office by phone at . Explore Corient's company overview page for more information.

What is Corient's most common email format?

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

How many employees does Corient have currently?

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Corient has approximately 115 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Corient's key employees and leadership?

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

  • Partner & Director Of Client Experience: D. D.
  • Wealth Manager: B. C.
  • Wealth Manager: C. M.
  • Wealth Manager: T. M.
  • Senior Financial Planner: K. V.

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