Corient Adds Northeast Financial Consultants, a Connecticut Multi-Family Office with $4.5 billion in Assets
Corient, one of the largest and fastest-growing national wealth advisors, today announced the acquisition of Northeast Financial Consultants (“Northeast Financial”), a Connecticut-based registered investment advisor firm with $4.5 billion in assets under management. This will be Corient’s first location in Connecticut, enhancing its services and reach across New England.
Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team
Corient, one of the largest and fastest-growing national wealth advisors, today announced the addition of the Messick Peacock & Associates advisory team (“Messick Peacock”), a Dallas-based group with $1.54 billion in assets under management. This move expands Corient’s presence in the Southwest and strengthens its ability to support business owners and entrepreneurs across the Dallas-Fort Worth metroplex.
Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
Corient, one of the largest and fastest-growing national wealth advisors in the U.S., today announced it has acquired the multi-family office business of Geller & Company (“Geller MFO”). Geller MFO is a premier New York City-based multi-family office with $10.4 billion in assets under management and advisement. This move reinforces Corient’s presence in one of the nation’s largest markets and deepens the firm’s family office capabilities.
Corient to Acquire H.M. Payson, Maine’s Largest Registered Investment Advisor
Corient, one of the nation’s largest and fastest-growing national wealth advisors, today announced it has agreed to acquire H.M. Payson & Co. (“HMP”), Maine’s largest registered investment advisory firm with $7.9 billion in assets under management. HMP also serves as a Maine chartered trust company, managing approximately $1.2 billion in trust assets.
