Corient
David Spungen is a seasoned wealth management professional currently serving as a Partner and Wealth Advisor at Corient, one of the largest integrated Registered Investment Advisors in the United States, where responsibilities include managing assets for high-net-worth clients. In addition to this role, Spungen holds positions as a Board Member at Naturally New York, a national organization supporting the natural and organic products industry, and serves as a Business Mentor at BeyondSKU. Spungen also advises and invests in Branded Strategic Hospitality. Before Corient, Spungen was the CEO of Hillview Capital Advisors, an independent wealth management firm with approximately $1.5 billion in assets under management, and previously worked as a Principal at CMS Companies, where exhibited expertise in capital management and investment analysis. Spungen earned a Bachelor of Arts in Psychology from the University of Pennsylvania.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.