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Inactive

Matthew Jordan Santos

Corient

New York, NY

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-13
  • NY RA
    APPROVED
    Since 2025-08-13

Branch Locations

101 Park Avenue Suite 3100, New York, NY 10178 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amherst College Amherst MA 08/2016 05/2017
Cambridge Savings Bank Cambridge MA 05/2017 08/2017
Amherst College Amherst MA 08/2017 05/2018
Unemployed E. Falmouth MA 05/2018 06/2018
The Goldman Sachs Group, Inc. Boston MA 06/2018 08/2018
Amherst College Amherst MA 08/2018 05/2019
Unemployed E. Falmouth MA 05/2019 07/2019
Brownson, Rehmus & Foxworth, Inc. Menlo Park CA 07/2019 12/2019
Portola Partners Menlo Park CA 01/2020 03/2023
Corient New York NY 01/2023 Present
Corient Services Llc Miami FL 01/2024 Present
  • 08/2016 → 05/2017
    Amherst College
    Amherst, MA
  • 05/2017 → 08/2017
    Cambridge Savings Bank
    Cambridge, MA
  • 08/2017 → 05/2018
    Amherst College
    Amherst, MA
  • 05/2018 → 06/2018
    Unemployed
    E. Falmouth, MA
  • 06/2018 → 08/2018
    The Goldman Sachs Group, Inc.
    Boston, MA
  • 08/2018 → 05/2019
    Amherst College
    Amherst, MA
  • 05/2019 → 07/2019
    Unemployed
    E. Falmouth, MA
  • 07/2019 → 12/2019
    Brownson, Rehmus & Foxworth, Inc.
    Menlo Park, CA
  • 01/2020 → 03/2023
    Portola Partners
    Menlo Park, CA
  • 01/2023 → Present
    Corient
    New York, NY
  • 01/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-24
  • S65 Uniform Investment Adviser Law Examination
    2019-10-24
Other Names
  • Matt Jordan Santos
  • Matthew J. Santos
  • Matthew Santos

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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