Corient
Kyle O’Mery, CFP®, currently serves as an Associate Financial Planner at Corient since April 2024. Prior experience includes working as an Associate in Investment Operations at Aspiriant from May 2022 to March 2024, and as an Investment Intern at Richwood Investment Advisors from May 2021 to May 2022. Kyle O’Mery also completed an Inside Sales Internship at Anthem, Inc. during the fall of 2019. Educational credentials include a Bachelor of Business Administration in Finance with a concentration in Financial Planning from the University of Cincinnati, earned in May 2022.
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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.