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New RIA Crops Up In The Golden State Serving UHNWIs
Eliane Chavagnon
30 September 2015
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.