CHRIS COPPS
CO-FOUNDER/PARTNER
CORIENT PRIVATE WEALTH
WHY: Co-founder in 2015 of a group of former Merrill Lynch employees; is now part of national business that counts over $150B in assets under advisement or management. Advises some of the wealthiest residents in Orange County.
NOTABLE: Acquired in 2022 by CI Financial Corp. which adopted Corient as name for U.S. brand
QUOTABLE: Corient focuses on clients who were already wealthy and/or were entrepreneurs. “Our secret sauce are the referrals we get from existing clients.”
