Corient Executive and Leadership Team

Scott Gilley, the Chief Financial Officer at Corient, directs the overarching fiscal strategy and capital allocation processes for the firm. Overseeing corporate accounting and financial reporting, the Chief Financial Officer ensures rigorous compliance with industry standards while maintaining the integrity of investment management operations. This leadership role involves analyzing market trends to optimize firm-wide profitability and resource distribution. By managing complex financial structures, Scott Gilley directly impacts the stability and growth trajectory of the organization. The Chief Financial Officer collaborates with the board to refine long-term economic objectives, ensuring that all fiscal policies align with the broader mission of providing superior wealth management services. Through meticulous oversight of internal audits and budgetary controls, Gilley secures the financial foundation necessary for sustained expansion across the competitive landscape of the financial advisory industry.

Shannon Ogden, the Chief Financial Officer, Personal & Manager, Pcfo Services at Corient, manages bespoke financial planning and personal wealth strategies for ultra-high-net-worth individuals. Overseeing the delivery of integrated tax advisory and estate planning, the Chief Financial Officer, Personal & Manager, Pcfo Services ensures that every client receives tailored solutions that address unique financial complexities. This role involves coordinating with investment teams to align personal portfolios with long-term wealth preservation goals. By streamlining the delivery of trust services, Shannon Ogden enhances the overall client experience and operational efficiency. The Chief Financial Officer, Personal & Manager, Pcfo Services maintains a focus on high-touch service models, ensuring that all personal financial management activities support the firm's reputation for excellence. Through strategic oversight of individual client accounts, Ogden drives significant value and fosters enduring relationships within the wealth management sector.

Christopher Welch, the Director, Personal Chief Financial Officer Services at Corient, architects the service framework for personal financial management and multi-family office support. Overseeing the execution of complex financial planning initiatives, the Director, Personal Chief Financial Officer Services ensures that high-net-worth families receive comprehensive guidance on estate and tax matters. This leadership role involves managing the delivery of trust services and coordinating with internal advisory teams to optimize client outcomes. By refining the operational processes for personal wealth management, Christopher Welch directly contributes to the firm's ability to scale its service offerings. The Director, Personal Chief Financial Officer Services monitors market shifts to provide proactive financial advice, ensuring that all strategies remain aligned with the evolving needs of ultra-high-net-worth clients. Through consistent focus on service quality, Welch strengthens the firm's market position as a premier provider of integrated wealth solutions.

Francisco Tobias, the Partner, Chief Financial Officer at Corient, drives the firm's strategic financial planning and investment management performance. Overseeing the integration of financial advisory services, the Partner, Chief Financial Officer ensures that corporate fiscal health supports the delivery of high-level wealth management solutions. This role involves collaborating with other partners to define growth strategies and manage the firm's capital structure. By optimizing investment management workflows, Francisco Tobias enhances the efficiency of service delivery for high-net-worth clients. The Partner, Chief Financial Officer monitors regional market performance to identify opportunities for expansion and operational improvement. Through rigorous analysis of financial data, Tobias supports the firm's commitment to providing sophisticated, data-driven wealth management. This leadership position requires constant alignment with the broader organizational goals, ensuring that fiscal discipline remains a core component of the firm's overall success in the competitive financial landscape.

Craig Cardwell, the Partner, Regional Chief Financial Officer at Corient, manages the financial operations and strategic planning for specific geographic markets. Overseeing regional fiscal performance, the Partner, Regional Chief Financial Officer ensures that local wealth management teams maintain alignment with corporate standards and profitability targets. This role involves analyzing regional market dynamics to tailor investment management and financial planning services to local client needs. By driving operational efficiency across regional offices, Craig Cardwell supports the firm's broader mission of delivering integrated wealth solutions. The Partner, Regional Chief Financial Officer coordinates with other leadership members to implement consistent service models while addressing unique regional challenges. Through proactive management of regional financial resources, Cardwell ensures that the firm remains agile and responsive to the needs of high-net-worth individuals and families within the assigned operational territory, ultimately contributing to the firm's national growth.

Kaylyn Melia, the Director, Operations & Chief Financial Officer, Personal at Corient, manages the intersection of operational workflows and personal financial management services. Overseeing the administrative and financial processes that support client wealth strategies, the Director, Operations & Chief Financial Officer, Personal ensures that all service delivery is seamless and efficient. This role involves optimizing internal systems to handle complex estate and tax advisory tasks for high-net-worth individuals. By streamlining operational procedures, Kaylyn Melia enhances the firm's capacity to provide high-touch, personalized financial solutions. The Director, Operations & Chief Financial Officer, Personal coordinates with advisory teams to ensure that operational support aligns with the specific needs of each client. Through meticulous attention to detail and process improvement, Melia drives operational excellence, ensuring that the firm maintains its high standards for service quality and client satisfaction in the wealth management sector.

David Del Grande, the Chief Financial Officer, Personal & Manager at Corient, oversees the financial planning and management of personal wealth for high-net-worth clients. Managing the delivery of estate planning and tax advisory services, the Chief Financial Officer, Personal & Manager ensures that each client's financial strategy is robust and aligned with long-term goals. This role involves coordinating with investment management teams to provide a holistic view of the client's financial health. By focusing on personalized service, David Del Grande enhances the firm's ability to meet the complex needs of ultra-high-net-worth families. The Chief Financial Officer, Personal & Manager monitors market trends to provide timely and relevant financial advice, ensuring that all strategies remain effective. Through dedicated client management and strategic oversight, Del Grande strengthens the firm's reputation for providing high-quality, integrated wealth solutions that address the unique financial challenges of every client.

Lennie Gullan, the Partner, Chief Operating Officer at Corient, directs the firm's daily operations and infrastructure to support the delivery of wealth management services. Overseeing the integration of technology and human capital, the Partner, Chief Operating Officer ensures that all internal processes facilitate the firm's mission of providing comprehensive financial planning and investment management. This role involves managing cross-functional teams to improve service delivery and operational scalability. By optimizing the firm's organizational structure, Lennie Gullan enhances the efficiency of trust services and tax advisory operations. The Partner, Chief Operating Officer collaborates with the board to implement strategic initiatives that drive long-term growth and operational resilience. Through rigorous oversight of firm-wide performance, Gullan ensures that all departments remain aligned with the firm's commitment to excellence, ultimately supporting the firm's ability to serve high-net-worth clients with precision and reliability.

Julie Silcox, the Partner, Chief Marketing Officer at Corient, directs the firm's brand strategy and client acquisition initiatives. Overseeing the development of marketing campaigns that highlight the firm's expertise in wealth management and estate planning, the Partner, Chief Marketing Officer ensures that the brand message resonates with high-net-worth and ultra-high-net-worth audiences. This role involves managing digital presence and communication strategies to enhance the firm's market visibility. By aligning marketing efforts with the firm's core service offerings, Julie Silcox drives growth and strengthens client engagement. The Partner, Chief Marketing Officer collaborates with other executives to ensure that the brand identity reflects the firm's commitment to integrated financial solutions. Through strategic market positioning, Silcox expands the firm's reach and reinforces its reputation as a leader in the financial advisory industry, ensuring that the value proposition remains clear and compelling to prospective clients.