Matthew Henry Masterson

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2023
  Regentatlantic
  Morristown, NJ
• 01/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 12/2022 → Present
  Corient
  Morristown, NJ
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2016-08-30 → 2023-03-31
  Regentatlantic
  Morristown, NJ

Other Businesses

Name of Business: Morris Educational Foundation Investment-related: No Address: 50 Early Street, Morristown, NJ Nature of Business: Provide grants and scholarships to Morris School District and its students Position: Member, Finance Committee Start date: January 2018 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Assist with oversight of the organizations finances and investments

Designations

• Certified Financial Planner

Other Names

• Matthew Henry Mastersan Jr