Leadership Overview
Corient has 7 executives leading key functions including investment management, financial planning, estate planning, tax advisory, and trust services.
Focused on delivering integrated wealth solutions for high-net-worth clients, Corient maintains a commitment to sophisticated financial stewardship and long-term capital preservation across the United States.
Focused on delivering integrated wealth solutions for high-net-worth clients, Corient maintains a commitment to sophisticated financial stewardship and long-term capital preservation across the United States.
Leadership Roles at Corient
Scott Gilley - Chief Financial Officer
Scott Gilley, the Chief Financial Officer at Corient, manages the firm's corporate fiscal health and capital allocation strategies. Overseeing financial reporting and internal controls, the Chief Financial Officer ensures transparency and regulatory compliance across all wealth management operations. This leadership role involves analyzing revenue streams from investment management and trust services to optimize profitability. By directing budgeting processes, Scott Gilley supports the firm's expansion into new regional markets. The Chief Financial Officer also coordinates with the executive team to evaluate potential acquisitions and strategic partnerships that strengthen the firm's market position. Through meticulous oversight of financial data, the Chief Financial Officer provides actionable insights that guide long-term business planning. Gilley maintains robust financial systems that support the delivery of high-quality advisory services to ultra-high-net-worth individuals. Ultimately, the Chief Financial Officer secures the firm's financial stability, enabling the continued provision of integrated wealth solutions for complex family offices.
Francisco Tobias - Partner, Chief Financial Officer
Francisco Tobias, the Partner, Chief Financial Officer at Corient, architects the firm's financial infrastructure to support complex multi-family office operations. Overseeing capital management and fiscal performance, the Partner, Chief Financial Officer ensures that investment advisory services remain profitable and scalable. This leadership role involves managing the firm's balance sheet and liquidity requirements to facilitate seamless estate planning and tax advisory delivery. By implementing advanced financial modeling, Francisco Tobias drives efficiency across the organization's diverse service lines. The Partner, Chief Financial Officer also works closely with the Board to align fiscal objectives with the firm's broader growth strategy. Through rigorous monitoring of operational costs, the Partner, Chief Financial Officer maintains high margins while delivering premium wealth solutions. Tobias optimizes resource allocation to support the firm's national presence. Ultimately, the Partner, Chief Financial Officer strengthens the firm's financial foundation, ensuring the continued success of high-net-worth clients through disciplined fiscal management and strategic investment oversight.
Craig Cardwell - Partner, Regional Chief Financial Officer
Craig Cardwell, the Partner, Regional Chief Financial Officer at Corient, directs financial operations across specific geographic territories to ensure consistent service delivery. Overseeing regional budget management and local fiscal compliance, the Partner, Regional Chief Financial Officer ensures that wealth management teams possess the resources required for high-net-worth client engagement. This leadership role involves analyzing regional market performance to identify opportunities for expanding estate planning and tax advisory services. By coordinating with local leadership, Craig Cardwell drives operational efficiency and revenue growth within the assigned territory. The Partner, Regional Chief Financial Officer also monitors regional financial risks, implementing mitigation strategies that protect the firm's assets. Through data-driven decision-making, the Partner, Regional Chief Financial Officer supports the firm's national mission by tailoring financial oversight to local market nuances. Cardwell optimizes regional workflows to enhance client satisfaction. Ultimately, the Partner, Regional Chief Financial Officer secures the firm's regional success through disciplined financial leadership and strategic resource management.
Kaylyn Melia - Director, Operations & Chief Financial Officer, Personal
Kaylyn Melia, the Director, Operations & Chief Financial Officer, Personal at Corient, manages the intersection of operational efficiency and personal financial advisory services. Overseeing the integration of wealth management platforms, the Director, Operations & Chief Financial Officer, Personal ensures that client-facing teams utilize streamlined processes for estate and tax planning. This leadership role involves optimizing the delivery of trust services to ultra-high-net-worth individuals. By directing operational workflows, Kaylyn Melia enhances the speed and accuracy of financial reporting for personal client accounts. The Director, Operations & Chief Financial Officer, Personal also collaborates with investment teams to ensure that operational support aligns with complex portfolio requirements. Through the implementation of advanced technology, the Director, Operations & Chief Financial Officer, Personal drives productivity across the firm's personal advisory division. Melia maintains high standards of service quality, ensuring that every client interaction reflects the firm's commitment to excellence. Ultimately, the Director, Operations & Chief Financial Officer, Personal supports the firm's growth by harmonizing operational scale with personalized financial care.
Shannon Ogden - Chief Financial Officer, Personal & Manager, Pcfo Services
Shannon Ogden, the Chief Financial Officer, Personal & Manager, Pcfo Services at Corient, directs the financial management of personal client portfolios and oversees the delivery of specialized family office services. Overseeing the fiscal aspects of estate planning and tax advisory, the Chief Financial Officer, Personal & Manager, Pcfo Services ensures that individual wealth strategies remain compliant and optimized for growth. This leadership role involves managing the complex financial needs of ultra-high-net-worth families, providing tailored solutions that address unique wealth transfer goals. By directing the Pcfo services team, Shannon Ogden drives the delivery of integrated financial support. The Chief Financial Officer, Personal & Manager, Pcfo Services also collaborates with investment managers to ensure that personal financial plans align with broader portfolio objectives. Through meticulous oversight of client accounts, the Chief Financial Officer, Personal & Manager, Pcfo Services maintains the firm's reputation for precision and reliability. Ogden optimizes service delivery to meet the evolving needs of high-net-worth individuals. Ultimately, the Chief Financial Officer, Personal & Manager, Pcfo Services secures long-term client success through dedicated financial stewardship.
Julie Silcox - Partner, Chief Marketing Officer
Julie Silcox, the Partner, Chief Marketing Officer at Corient, directs the firm's brand strategy and market positioning to attract high-net-worth and ultra-high-net-worth clients. Overseeing all marketing initiatives, the Partner, Chief Marketing Officer ensures that the firm's value proposition regarding investment management and estate planning resonates with target demographics. This leadership role involves developing comprehensive communication strategies that highlight the firm's expertise in tax advisory and trust services. By managing brand identity, Julie Silcox drives client acquisition and retention across the national market. The Partner, Chief Marketing Officer also collaborates with the executive team to align marketing efforts with the firm's overall growth objectives. Through data-driven campaigns, the Partner, Chief Marketing Officer enhances the firm's visibility in the competitive financial advisory landscape. Silcox optimizes digital and traditional channels to engage prospective families. Ultimately, the Partner, Chief Marketing Officer strengthens the firm's market presence, ensuring that the brand remains synonymous with sophisticated, integrated wealth solutions.
Robby Saggu - Managing Director
Robby Saggu, the Managing Director at Corient, directs high-level investment management strategies for ultra-high-net-worth families. Overseeing complex portfolio construction, the Managing Director ensures alignment between client objectives and market opportunities. This leadership role involves coordinating multi-family office services to provide comprehensive estate planning and tax advisory solutions. By managing institutional-grade assets, Robby Saggu drives significant growth for the firm's private client base. The Managing Director also collaborates with internal trust specialists to secure long-term wealth transfer goals. Through rigorous analysis of global market trends, the Managing Director maintains the firm's competitive edge in the financial advisory sector. Saggu optimizes operational workflows to enhance service delivery, ensuring that every client receives tailored financial guidance. Ultimately, the Managing Director supports the firm's mission by fostering deep, trust-based relationships with families seeking sophisticated, integrated wealth management solutions across the national landscape.
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