Bryan Smalley

Portfolio Manager-Equities at Corient Private Wealth LLC

Finance

Consumer Services

Profile

Mr. Bryan D.
Smalley is a Wealth Advisor at Corient Private Wealth LLC.
He is responsible for managing client relationships and coordinating all aspects of client service for the team.
Mr. Smalley was previously employed as a Wealth Advisor by RegentAtlantic Capital LLC.
He received his undergraduate degree from the University of Toledo (Ohio) and a graduate degree from Bowling Green State University.

Bryan Smalley active positions

Companies	Position	Start
Corient Private Wealth LLC Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.	Portfolio Manager-Equities	-

All active positions of Bryan Smalley

Former positions of Bryan Smalley

Companies	Position	End
RegentAtlantic Capital LLC RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.	Analyst-Equity	31/03/2023

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Training of Bryan Smalley

Bowling Green State University	Graduate Degree
University of Toledo (Ohio)	Undergraduate Degree

Experiences
Positions held

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Linked companies

Private companies	2
RegentAtlantic Capital LLC RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.	Finance
Corient Private Wealth LLC Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.	Finance