Jim Reilly

Portfolio Manager-Equities at Corient Private Wealth LLC

Finance

Consumer Services

Profile

Mr. James W.
Reilly is a Partner & Wealth Advisor at Corient Private Wealth LLC.
He brings more than 30 years of experience in portfolio management and financial planning to his clients, enabling him to advise clients across a breadth of wealth management challenges.
He has particular expertise in developing holistic strategies for those with more complex situations such as estate tax, charitable gifting and multigenerational wealth planning issues.
He works with these clients on advising how to best gift to major institutions, establish structured family trusts and oversee the legacy wealth transition from parent to child, grandchild and future generations.
Mr. Reilly holds a BA in Finance from the University of Notre Dame and an MBA from Baruch College.

Jim Reilly 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	2023-06-30

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Former positions of Jim Reilly

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.	Portfolio Manager-Equities	2023-03-30

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Training of Jim Reilly

Baruch College	Masters Business Admin
University of Notre Dame	Undergraduate Degree

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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