Profil
Michael Randall Phelps founded Corient Founders LLC and Corient Capital Partners LLC.
Presently, he occupies the position of Partner at Corient Capital Partners LLC.
He has over 18 years of investment experience.
In his past career he held the position of Founding Partner of Corient Founders LLC.
Mr. Phelps received an undergraduate degree from Brigham Young University.
Postes actifs de Mike Phelps
Sociétés | Poste | Début |
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Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Fondateur | 01/01/2015 |
Anciens postes connus de Mike Phelps
Sociétés | Poste | Fin |
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Corient Founders LLC
Corient Founders LLC Financial ConglomeratesFinance Corient Founders LLC is an investment holding private company based in Newport Beach, CA and has subsidiaries in the United States. The company was founded by Michael Randall Phelps. | Fondateur | - |
Formation de Mike Phelps
Brigham Young University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
Entreprise privées | 2 |
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Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Finance |
Corient Founders LLC
Corient Founders LLC Financial ConglomeratesFinance Corient Founders LLC is an investment holding private company based in Newport Beach, CA and has subsidiaries in the United States. The company was founded by Michael Randall Phelps. | Finance |