Our Team

At Corient, our people are our most important asset. Not only do their experience, education and skills qualify them to provide critical counsel to our clients, but their values align with the compassion and humility with which we serve our clients.

Partner

Christopher A. Copps

35 years of investment experience
Phone: (949) 945 - 2741
Email: C2@corient.com

Education:

Western Michigan University

  • B.B.A., Finance and Real Estate

Chris was a Managing Director in the Private Banking and Investment Group at Merrill Lynch for 14 years. Prior to that, Chris was a Founding Partner of the Southern California office of Hambrecht and Quist and Senior Vice President with J.P. Morgan Private Bank. Chris began his career in Michigan, where he was an active real estate and private equity investor. He has a passion for identifying and investing in unique and provocative opportunities. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. and is a Certified Investment Management Consultant® professional (CIMC®).

Chris is a member of the Board of Trustees of St. Margaret’s Episcopal School and is the past Chairman of the Ocean Institute Board of Directors. He also served on the Boards of Directors of South Coast Repertory Theatre and the New Majority.

An avid outdoor enthusiast, Chris enjoys golf, tennis, volleyball and skiing with his family at their vacation home in Telluride, Colorado.

Chris lives in Laguna Beach, California with his wife and two sons.

Partner

Gordon Hassenplug

19 years of investment experience
Phone: (949) 945-2742
Email: gordon@corient.com

Education:

Seton Hall University

  • B.S., Business Management

Gordon was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch for 17 years. He was a specially qualified Senior Portfolio Manager in the Merrill Lynch Investment Advisory Program. Prior to joining Merrill, Gordon was an advisor to senior management in the marketing division at AT&T.

Gordon enjoyed his six years as a Little League Coach, but now he has even more time for his favorite sport: golf. When he’s not golfing, he spends his leisure time pursuing his other passions: biking, boating and traveling.

Gordon lives in Tustin, California with his wife and three children.

Partner

Darren L. Henderson

20 years of investment experience
Phone: (949) 945 - 2743
Email: dh@corient.com

Education:

The Wharton School - University of Pennsylvania

  • M.B.A., Finance

Brigham Young University

  • B.A., English, minor in Economics

Darren began his career on Wall Street as a Financial Analyst and Vice President at Goldman, Sachs & Co. in the Private Wealth Management Division advising some of the wealthiest and most influential families in the country on all aspects of their investments and financial lives.    Prior to Corient, Darren was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch.

Darren is actively involved in a variety of community activities and is a member of Gen Next, a global network of business and civic leaders tackling some of the greatest generational challenges of our time, including business, global defense and terrorism, and education. In his spare time, Darren enjoys cycling, soccer, golf, and can often be seen surfing along the Southern California coastline.

Darren and his wife have 5 children.

Partner / Co-Chief Investment Officer

Alexander Stimpson

28 years of investment experience
Phone: (949) 945 - 2746
Email: alex@corient.com

Education:

Northwestern University - Kellogg Graduate School of Management

  • M.B.A., Finance

Northwestern University

  • M.S.J.

University of Vermont

  • B.A.

Alex was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch for 16 years, where he was a specially qualified Senior Portfolio Manager in the Merrill Lynch Investment Advisory Program. Prior to joining Merrill, Alex worked for 10 years at HSBC Securities in the Global Markets and Investment Banking Group.

Alex serves on the Board of Directors of Arts Orange County and is an avid reader and musician. Alex has a personal collection of rare seashells.

He lives with his family in Newport Beach, California.

Partner

Jonathan P. Tenney

21 years of investment experience
Phone: (949) 945 - 2745
Email: jon@corient.com

Education:

Brigham Young University

  • Master’s of Accountancy - Taxation
  • B.S., Accounting

After working in the Private Wealth Management Division at Goldman, Sachs & Co advising ultra-high net worth clients, Jon joined Merrill Lynch, where he was a Senior Vice President in the Private Banking & Investment Group.

Jon is actively involved as a Board Member of the Orange County Council of the Boy Scouts of America. He also serves as President Emeritus of the BYU Management Society’s Orange County Chapter. Making the most of his leisure time, Jon enjoys golf, tennis, skiing, and cycling.

Jon and his wife live in Irvine, California with their four sons.

Partner / Co-Chief Investment Officer

Gregory J. Walters

12 years of investment experience
Phone: (949) 945 - 2747
Email: greg@corient.com

Education:

Brigham Young University

  • B.S., Accounting

Greg was a Wealth Management Advisor at Merrill Lynch for 7 years. Prior to that, Greg worked at Goldman Sachs in the Private Wealth Management Division in the New York and Los Angeles offices. He holds the Chartered Financial Analyst® designation awarded by the CFA Institute.

Greg and his wife spend time working with local youth through the Boy Scouts of America and his wife’s children’s music education business.

Greg and his wife live in Irvine, California with their three children.

Partner

Michael R. Phelps

16 years of investment experience
Phone: (949) 945 - 2744
Email: mp@corient.com

Education:

Brigham Young University

  • B.S., Accounting

Mike was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch for 12 years. Prior to joining Merrill, Mike was a Senior Accountant for Deloitte in Costa Mesa, California. He is a Certified Public Accountant. Before transferring to BYU, Mike was a quarterback on the 1994 Oregon Ducks Pac-10 Championship team, participating in the Rose Bowl.

Mike serves on the BYU Undergraduate Advisory Council for the Marriott School of Management and the Board for the Orange County Youth Sports Foundation. Mike re-lives his glory days on weekends by coaching his sons’ football and soccer teams.

Residing in Irvine, California, Mike and his wife have four children.

CEO

James A. Rooney

22+ years of investment experience

Education:

UCLA’s Anderson School of Management

  • MBA

Washington University in St. Louis

  • BA magna cum laude
Mr. Rooney has over two decades of experience in asset management, investment banking and private equity. Most recently, he served as Chief Executive Officer of Seattle based wealth manager Freestone Capital Management, which manages $3.8 billion in client assets according to recent SEC filings.

Mr. Rooney has also worked for and with several private and public companies in the U.S., United Kingdom, France and Spain. He has worked on numerous public and private financings and M&A transactions. Additionally, he has led over $500 million in principal investment transactions in private operating companies, real estate and other alternative asset classes.
Managing Director

Robby Saggu, CFA

12 years of investment experience
Phone: (949) 945-2739
Email: robby@corient.com

Education:

University of California, San Diego

  • B.A., Psychology

University of Southern California

  • Marshall School of Business M.B.A.
Robby was a Private Wealth Advisor for Goldman Sachs for 10 years in both the San Francisco and Los Angeles offices prior to joining Corient. Robby received his BA in Business Administration from the University of California at San Diego. He received his MBA from the USC Marshall School of Business where he received the Kiplinger Prize for Academic Achievement and for giving back to the community.

Mr. Saggu is a Chartered Financial Analyst and serves on the Board for Talk About Curing Autism, a non-profit organization focused on providing resources and guidance to families affected by Autism.

Robby and his wife live in Anaheim Hills, California with their two children.
Senior Client Associate

Heather Hargrove

years of investment experience
Phone: noClick

Education:
Senior Client Associate

Nicole McMann

years of investment experience
Phone: noClick

Education:
Senior Client Associate

Tamara Hay

years of investment experience
Phone: noClick

Education:
Financial Analyst

Austin Allen

years of investment experience
Phone: noClick

Education:

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Financial Analyst

Cole Turner

years of investment experience
Phone: noClick

Education:
Senior Client Associate

Julie Streenz

years of investment experience
Phone: noClick

Education: Lorem Ipsum
Partner

Christopher A. Copps

35 years of investment experience
Phone: (949) 945 - 2741
Email: C2@corient.com

Education:

Western Michigan University

  • B.B.A., Finance and Real Estate

Chris was a Managing Director in the Private Banking and Investment Group at Merrill Lynch for 14 years. Prior to that, Chris was a Founding Partner of the Southern California office of Hambrecht and Quist and Senior Vice President with J.P. Morgan Private Bank. Chris began his career in Michigan, where he was an active real estate and private equity investor. He has a passion for identifying and investing in unique and provocative opportunities. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. and is a Certified Investment Management Consultant® professional (CIMC®).

Chris is a member of the Board of Trustees of St. Margaret’s Episcopal School and is the past Chairman of the Ocean Institute Board of Directors. He also served on the Boards of Directors of South Coast Repertory Theatre and the New Majority.

An avid outdoor enthusiast, Chris enjoys golf, tennis, volleyball and skiing with his family at their vacation home in Telluride, Colorado.

Chris lives in Laguna Beach, California with his wife and two sons.

Partner

Gordon Hassenplug

19 years of investment experience
Phone: (949) 945-2742
Email: gordon@corient.com

Education:

Seton Hall University

  • B.S., Business Management

Gordon was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch for 17 years. He was a specially qualified Senior Portfolio Manager in the Merrill Lynch Investment Advisory Program. Prior to joining Merrill, Gordon was an advisor to senior management in the marketing division at AT&T.

Gordon enjoyed his six years as a Little League Coach, but now he has even more time for his favorite sport: golf. When he’s not golfing, he spends his leisure time pursuing his other passions: biking, boating and traveling.

Gordon lives in Tustin, California with his wife and three children.

Partner

Darren L. Henderson

20 years of investment experience
Phone: (949) 945 - 2743
Email: dh@corient.com

Education:

The Wharton School - University of Pennsylvania

  • M.B.A., Finance

Brigham Young University

  • B.A., English, minor in Economics

Darren began his career on Wall Street as a Financial Analyst and Vice President at Goldman, Sachs & Co. in the Private Wealth Management Division advising some of the wealthiest and most influential families in the country on all aspects of their investments and financial lives.    Prior to Corient, Darren was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch.

Darren is actively involved in a variety of community activities and is a member of Gen Next, a global network of business and civic leaders tackling some of the greatest generational challenges of our time, including business, global defense and terrorism, and education. In his spare time, Darren enjoys cycling, soccer, golf, and can often be seen surfing along the Southern California coastline.

Darren and his wife have 5 children.

Partner / Co-Chief Investment Officer

Alexander Stimpson

28 years of investment experience
Phone: (949) 945 - 2746
Email: alex@corient.com

Education:

Northwestern University - Kellogg Graduate School of Management

  • M.B.A., Finance

Northwestern University

  • M.S.J.

University of Vermont

  • B.A.

Alex was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch for 16 years, where he was a specially qualified Senior Portfolio Manager in the Merrill Lynch Investment Advisory Program. Prior to joining Merrill, Alex worked for 10 years at HSBC Securities in the Global Markets and Investment Banking Group.

Alex serves on the Board of Directors of Arts Orange County and is an avid reader and musician. Alex has a personal collection of rare seashells.

He lives with his family in Newport Beach, California.

Partner

Jonathan P. Tenney

21 years of investment experience
Phone: (949) 945 - 2745
Email: jon@corient.com

Education:

Brigham Young University

  • Master’s of Accountancy - Taxation
  • B.S., Accounting

After working in the Private Wealth Management Division at Goldman, Sachs & Co advising ultra-high net worth clients, Jon joined Merrill Lynch, where he was a Senior Vice President in the Private Banking & Investment Group.

Jon is actively involved as a Board Member of the Orange County Council of the Boy Scouts of America. He also serves as President Emeritus of the BYU Management Society’s Orange County Chapter. Making the most of his leisure time, Jon enjoys golf, tennis, skiing, and cycling.

Jon and his wife live in Irvine, California with their four sons.

Partner / Co-Chief Investment Officer

Gregory J. Walters

12 years of investment experience
Phone: (949) 945 - 2747
Email: greg@corient.com

Education:

Brigham Young University

  • B.S., Accounting

Greg was a Wealth Management Advisor at Merrill Lynch for 7 years. Prior to that, Greg worked at Goldman Sachs in the Private Wealth Management Division in the New York and Los Angeles offices. He holds the Chartered Financial Analyst® designation awarded by the CFA Institute.

Greg and his wife spend time working with local youth through the Boy Scouts of America and his wife’s children’s music education business.

Greg and his wife live in Irvine, California with their three children.

Partner

Michael R. Phelps

16 years of investment experience
Phone: (949) 945 - 2744
Email: mp@corient.com

Education:

Brigham Young University

  • B.S., Accounting

Mike was a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch for 12 years. Prior to joining Merrill, Mike was a Senior Accountant for Deloitte in Costa Mesa, California. He is a Certified Public Accountant. Before transferring to BYU, Mike was a quarterback on the 1994 Oregon Ducks Pac-10 Championship team, participating in the Rose Bowl.

Mike serves on the BYU Undergraduate Advisory Council for the Marriott School of Management and the Board for the Orange County Youth Sports Foundation. Mike re-lives his glory days on weekends by coaching his sons’ football and soccer teams.

Residing in Irvine, California, Mike and his wife have four children.

CEO

James A. Rooney

22+ years of investment experience

Education:

UCLA’s Anderson School of Management

  • MBA

Washington University in St. Louis

  • BA magna cum laude
Mr. Rooney has over two decades of experience in asset management, investment banking and private equity. Most recently, he served as Chief Executive Officer of Seattle based wealth manager Freestone Capital Management, which manages $3.8 billion in client assets according to recent SEC filings.

Mr. Rooney has also worked for and with several private and public companies in the U.S., United Kingdom, France and Spain. He has worked on numerous public and private financings and M&A transactions. Additionally, he has led over $500 million in principal investment transactions in private operating companies, real estate and other alternative asset classes.
Managing Director

Robby Saggu, CFA

12 years of investment experience
Phone: (949) 945-2739
Email: robby@corient.com

Education:

University of California, San Diego

  • B.A., Psychology

University of Southern California

  • Marshall School of Business M.B.A.
Robby was a Private Wealth Advisor for Goldman Sachs for 10 years in both the San Francisco and Los Angeles offices prior to joining Corient. Robby received his BA in Business Administration from the University of California at San Diego. He received his MBA from the USC Marshall School of Business where he received the Kiplinger Prize for Academic Achievement and for giving back to the community.

Mr. Saggu is a Chartered Financial Analyst and serves on the Board for Talk About Curing Autism, a non-profit organization focused on providing resources and guidance to families affected by Autism.

Robby and his wife live in Anaheim Hills, California with their two children.
Senior Client Associate

Heather Hargrove

years of investment experience
Phone: noClick

Education:
Senior Client Associate

Nicole McMann

years of investment experience
Phone: noClick

Education:
Senior Client Associate

Tamara Hay

years of investment experience
Phone: noClick

Education:
Financial Analyst

Austin Allen

years of investment experience
Phone: noClick

Education:

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Financial Analyst

Cole Turner

years of investment experience
Phone: noClick

Education:
Senior Client Associate

Julie Streenz

years of investment experience
Phone: noClick

Education: Lorem Ipsum
©2017 Corient Capital Partners. All Rights Reserved.

Corient Capital Partners, LLC
500 Newport Center Drive, Suite 700
Newport Beach, CA, 92660

(949) 945-2750

info@corient.com