Corient Executive and Leadership Team

Scott Gilley, the Chief Financial Officer at Corient, manages the firm's overarching fiscal health and capital allocation strategies. Overseeing corporate accounting and financial reporting, the Chief Financial Officer ensures rigorous compliance with industry standards while supporting the firm's expansion across North American markets. This leadership role involves analyzing complex investment data to drive profitability and long-term stability for the organization. By optimizing internal financial controls, Scott Gilley directly impacts the firm's ability to provide high-quality wealth management services. The Chief Financial Officer collaborates with the executive team to align fiscal objectives with the broader mission of delivering superior financial planning and tax advisory solutions. Through disciplined resource management, the Chief Financial Officer maintains the firm's competitive position within the investment management sector, ensuring that all fiscal operations support the needs of ultra-high-net-worth individuals and families.

Francisco Tobias, the Partner, Chief Financial Officer at Corient, directs the firm's strategic financial planning and partnership-level fiscal governance. Managing the integration of multi-family office services, the Partner, Chief Financial Officer oversees the financial architecture required to support complex estate planning and trust services. This role involves evaluating market trends to refine the firm's investment management offerings for ultra-high-net-worth clients. By streamlining financial operations, Francisco Tobias enhances the efficiency of the firm's advisory services. The Partner, Chief Financial Officer works closely with other senior leaders to ensure that fiscal strategies remain aligned with the evolving needs of high-net-worth businesses. Through meticulous oversight of capital structures, the Partner, Chief Financial Officer secures the firm's operational foundation, enabling the delivery of sophisticated, integrated wealth solutions that address the unique financial requirements of a diverse and demanding client base.

Christopher Welch, the Director, Personal Chief Financial Officer Services at Corient, leads the delivery of bespoke financial management for ultra-high-net-worth individuals. Overseeing the implementation of personalized financial planning and tax advisory strategies, the Director, Personal Chief Financial Officer Services ensures that every client receives tailored wealth solutions. This role involves managing complex estate planning needs and coordinating with external advisors to provide holistic financial oversight. By focusing on the specific goals of each family, Christopher Welch drives the success of the firm's personal wealth management division. The Director, Personal Chief Financial Officer Services collaborates with investment teams to align portfolio strategies with individual financial objectives. Through the application of deep industry expertise, the Director, Personal Chief Financial Officer Services secures the financial future of clients, ensuring that all advisory services remain consistent with the firm's high standards for integrated wealth management.

David Del Grande, the Chief Financial Officer, Personal & Manager at Corient, directs the financial management of individual client portfolios and oversees the associated management teams. Focusing on the technical aspects of personal wealth, the Chief Financial Officer, Personal & Manager ensures that investment management and tax advisory services are executed with precision. This role involves managing the financial reporting requirements for high-net-worth individuals, providing clarity on complex estate and trust structures. By supervising the personal financial management staff, David Del Grande maintains high service standards across the firm's client base. The Chief Financial Officer, Personal & Manager works to integrate financial planning with broader investment strategies, ensuring that all client needs are met with professional rigor. Through the effective management of personal financial data, the Chief Financial Officer, Personal & Manager supports the firm's mission of providing comprehensive, integrated wealth solutions.

Kaylyn Melia, the Director, Operations & Chief Financial Officer, Personal at Corient, manages the operational framework for personal financial services. Overseeing the intersection of administrative efficiency and personal wealth management, the Director, Operations & Chief Financial Officer, Personal ensures that all client-facing financial processes function seamlessly. This role involves coordinating the delivery of tax advisory and estate planning services to high-net-worth individuals. By streamlining the operational aspects of personal financial management, Kaylyn Melia enhances the firm's ability to provide timely and accurate wealth solutions. The Director, Operations & Chief Financial Officer, Personal collaborates with internal teams to refine service delivery models, ensuring that all operations support the firm's commitment to excellence. Through the diligent management of operational resources, the Director, Operations & Chief Financial Officer, Personal maintains the firm's reputation for providing high-quality, integrated financial advisory services.

Craig Cardwell, the Partner, Regional Chief Financial Officer at Corient, directs the financial strategy and fiscal oversight for specific regional operations. Managing the financial health of regional offices, the Partner, Regional Chief Financial Officer ensures that investment management and financial planning services are delivered consistently across diverse markets. This role involves analyzing regional performance metrics to drive growth and operational efficiency. By overseeing the financial aspects of regional expansion, Craig Cardwell supports the firm's broader mission of providing integrated wealth solutions to high-net-worth clients. The Partner, Regional Chief Financial Officer works with local teams to align regional fiscal objectives with the firm's national strategy. Through the effective management of regional financial resources, the Partner, Regional Chief Financial Officer secures the firm's competitive position, ensuring that all regional operations contribute to the overall success of the organization.

Shannon Ogden, the Chief Financial Officer, Personal & Manager, Pcfo Services at Corient, leads the specialized delivery of personal chief financial officer services for ultra-high-net-worth clients. Overseeing the management of complex financial affairs, the Chief Financial Officer, Personal & Manager, Pcfo Services ensures that investment management, tax advisory, and estate planning are integrated into a cohesive strategy. This role involves managing the personal financial teams that provide high-touch service to individual clients. By focusing on the unique financial needs of each client, Shannon Ogden drives the success of the firm's personal wealth management offerings. The Chief Financial Officer, Personal & Manager, Pcfo Services collaborates with other senior leaders to refine the service model, ensuring that all personal financial management activities remain aligned with the firm's mission. Through the expert management of personal financial services, the Chief Financial Officer, Personal & Manager, Pcfo Services secures the firm's position as a premier provider of integrated wealth solutions.

Lennie Gullan, the Partner, Chief Operating Officer at Corient, manages the firm's daily operational infrastructure and service delivery models. Overseeing the execution of wealth management processes, the Partner, Chief Operating Officer ensures that investment management and financial planning teams operate with maximum efficiency. This leadership role involves scaling internal systems to support the firm's growth across diverse regional markets. By optimizing operational workflows, Lennie Gullan directly improves the client experience for high-net-worth individuals and families. The Partner, Chief Operating Officer coordinates with the executive team to implement technology-driven solutions that enhance estate planning and tax advisory capabilities. Through the continuous refinement of operational protocols, the Partner, Chief Operating Officer maintains the firm's commitment to excellence in the financial advisory industry, ensuring that all internal functions support the delivery of comprehensive, integrated wealth solutions for every client.

Julie Silcox, the Partner, Chief Marketing Officer at Corient, directs the firm's brand strategy and market positioning. Overseeing the development of marketing initiatives, the Partner, Chief Marketing Officer ensures that the firm's value proposition in investment management and financial planning reaches the target high-net-worth audience. This role involves crafting communication strategies that highlight the firm's expertise in estate planning, tax advisory, and trust services. By managing the firm's public image, Julie Silcox drives client acquisition and strengthens the brand's presence in the financial advisory industry. The Partner, Chief Marketing Officer collaborates with the executive team to ensure that all marketing efforts align with the firm's mission of providing integrated wealth solutions. Through the strategic use of market insights, the Partner, Chief Marketing Officer maintains the firm's reputation as a leader in the wealth management sector, ensuring that all communications reflect the firm's commitment to excellence.