People Moves

New RIA Crops Up In The Golden State Serving UHNWIs

Eliane Chavagnon Editor - Family Wealth Report September 30, 2015

New RIA Crops Up In The Golden State Serving UHNWIs

Dynasty has welcomed a group of seven top-performing ex-wirehouse advisors to its platform.

Seven former Merrill Lynch private banking advisors have joined forces to launch an independent wealth management firm called Corient Capital Partners.

Chris Copps, Gordon Hassenplug, Darren Henderson, Michael Phelps, Alex Stimpson, Jon Tenney and Greg Walters are all based in Newport Beach, CA.

Corient advises ultra high net worth individuals and families, non-profit organizations and corporations across the US. 

Corient will use Dynasty's integrated wealth management services and technology, and has chosen Fidelity Investments and Addepar for custody and reporting, data aggregation, portfolio analytics and client web communications, respectively.

Joining the seven founding partners will be Heather Hargrove, Tami Hay, Nicole McMann, Cole Turner and Austin Allen – all from Merrill Lynch.

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