Corient
A Wealth Planner (paraplanner) at Stonehage Fleming Wealth Planning supports advisers in delivering high-quality, technically robust financial advice. The role involves developing financial plans, conducting technical analysis, and maintaining detailed cashflow models to ensure client outcomes and firm standards.
Headquarters
Orkney Islands, Scotland, United Kingdom
Company Size
501-1000 employees
Founded
1976
Corient is a fee-only wealth management firm serving ultra-high-net-worth and uber-high-net-worth individuals and families. The firm offers integrated services including family office advisory, investment management, wealth strategy, tax services, philanthropy planning, and global fiduciary services through a partnership model designed to eliminate conflicts of interest. With over $535 billion in client assets and 300+ partners, Corient operates across multiple regions and jurisdictions worldwide.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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