We are excited to announce the appointment of Francisco Tobias as Partner & CFO of Corient. Francisco brings more than 25 years of experience in global finance and corporate strategy, and is joining us from Citigroup, where he served as CFO for Europe, Middle East and Africa. He also spearheaded Citi’s finance modernization, governance, and technology transformation giving him deep knowledge of data management, regulatory reporting, and capital planning. Francisco was also CFO of Citibanamex and Latin American Region, Citi’s Mexican subsidiary, and Mexico’s second-largest bank, giving him valuable public company experience. Our ability to attract high-caliber talent like Francisco demonstrates the excellence of Corient and the appeal of our vision of building the country’s leading ultra-high net worth wealth manager. His appointment is a critical building block toward realizing our goal and we are thrilled to welcome him to Corient.
About us
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full legal disclosures: https://www.corient.com/privacy-policy
- Website
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https://www.corient.com/
External link for Corient
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Miami
- Type
- Privately Held
Locations
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Primary
Miami, US
Employees at Corient
Updates
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If you’re leaving your job, you may have a choice between remaining in your current 401 (k) plan or rolling your #investments over to an individual #retirement account (#IRA). Here are five reasons to consider a rollover. https://ow.ly/UgH950SRyEf
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What should your #networth be? While everyone will have unique goals, here’s a look at how using multiples of your salary or your spending over decades can help you establish a game plan to bring your personal goals to fruition. https://ow.ly/tnbH50SQ5w7
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If you’re an #executive woman juggling work, family, friends, health and more all at once, it can be hard to give your personal #finances the attention they deserve. These seven steps can help you focus and AMPLIFY your financial well-being. https://ow.ly/yyVZ50SIfjt
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Planning to sell your #business? For most, it will be a once-in-a-lifetime opportunity to capitalize on years of hard work and set up an exciting #newchapter of life. Here are some tips to maximize your results and make the most of this moment. https://ow.ly/TTyj50SIf0e
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Many marriages end because of disagreements over #money, so it’s crucial for couples to talk about #finances – especially if it’s a #secondmarriage for one or both spouses. We help you navigate the challenges of discussing important money issues. https://ow.ly/ZtXV50SFE9z
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Younger people might not think end-of-life planning is relevant, but anyone can benefit from making their wishes known regarding whether lifesaving or other efforts are made in certain situations. We discuss key steps to consider. https://ow.ly/ZOfW50SEr40
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Barbara Bilello, Partner and Wealth Advisor at Corient, discusses #trusts in estate planning with Tobias Salinger of Financial Planning. She compares wealth management to a car where the #estateplan is a part of the car’s body, and the #investment or portfolio management is the engine. Log in to read more: https://ow.ly/X2nG50SCttA
Trusts are useful but complicated. Here are some basics
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