Investment and Financial Management
About
The Investment and Financial Management team at Corient focuses on developing and implementing tailored investment strategies to optimize wealth management for clients. This team conducts in-depth research, evaluates investment opportunities, and ensures compliance with regulatory standards while coordinating closely with family office services to enhance financial growth and sustainability.
Team members
Daniel M. Garza
Manager Research Team
Donald P. Smith
Corporate Operations Director
JC
Jeff Gohsler Cfa, Cf...
Director Of Investments
Jun Gu
Partner, Head Of Manager Resea...
Larry Gingrow
Regional Managing Partner
Larry Nakamura
Vice President Compliance
MH
Matt Holden
Director - Investments
Wesley Kubesch
Partner & Director of Research...