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 | 2014-12-31 | - |
| Portfolio Manager-Equities | 2014-12-31 | - |
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 | 2015-08-31 | - |
| Corporate Officer/Principal | 2015-08-31 | - |
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 |
|---|---|
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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