CHRIS COPPS
PARTNER/VICE CHAIR
CORIENT
WHY: Has 40+ years of wealth management experience, including founding partner of the Orange County Office of Hambrecht and Quist, JPMorgan, Kidder Peabody, Merrill Lynch. Co-founder of Corient Capital, a boutique RIA, in 2015 with group of former Merrill Lynch employees, which was acquired in 2022 by CI Financial Corp and adopted Corient as the name for their global brand. Now Vice Chairman of Business Development at Corient.
IN THE NEWS: Corient will have global footprint and assets expected to more than double to $430B with the acquisition of London-based Stonehage Fleming and Stanhope Capital, announced in September. Corient calls itself “the world’s largest independent advisory firm” for ultra-high net worth clients.
NOTABLE: Can trace lineage to Mayflower. Former Member of The Board of Trustees of SCR, Former Member of the Board of Trustees of St. Margaret’s Episcopal School and Chairman Emeritus of the Ocean Institute Board in Dana Point.
QUOTABLE: “Corient focuses on clients who come to us wealthy. Our secret sauce is the referrals we get from existing clients.”
