Corient: Detailed Company Information & Corporate Profile

Summary

Corient is a finance-focused firm based in Miami that supports clients with strategic talent and leadership development, robust financial reporting, enterprise analytics, and end‑to‑end planning & analysis. With 1,000–5,000 professionals, the company reports annual revenues between $500 million and $1 billion, underscoring its significant footprint within the industry.

Leadership at Corient blends deep operational expertise with advisory acumen. Heidi leads Talent and Leadership initiatives, while Santie van Staden heads Financial Reporting. Adam Katz partners in Entrepreneur and Founder Practice, and Brian Kubricky directs Enterprise Analytics. Fernando Abbondati oversees FP&A; Joshua Harlin manages IT Operations (ITSM & Process Ownership). Sue Kelly coordinates Trust Solutions, and Robert Ellis co‑heads Tax Exempt Fixed Income. John Peters drives Wealth Advisory, with Austin Welker as Senior Tax Manager. Sinéad Edge leads Business Control, Keith Goddard serves as Vice Chairman, Adrienne Marie Wilson supports operations, Isabel Mendez ensures client success, Derek Blackburn partners across practice lines, and Navina Kristnasawmy functions as Banking Officer.