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February 6, 2025

 

Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-based RIA with Approximately $600 Million in Assets Under Management

 

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January 15, 2025

 

Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities

 

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December 17, 2024

 

Corient to Acquire H.M. Payson, Maine’s Largest Registered Investment Advisor

 

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November 1, 2024

 

Corient Acquires $1.8-Billion Ensemble Capital, Bolstering California Presence

 

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