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Mike Phelps active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 31/12/2014 | - |
Portfolio Manager-Equities | 31/12/2014 | - |
Career history of Mike Phelps
Former positions of Mike Phelps
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 31/08/2015 | - |
Corporate Officer/Principal | 31/08/2015 | - |
Training of Mike Phelps
Brigham Young University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Founder | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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