Abigail Phillips

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

• 04/2021 → 01/2023
  Vivaldi Capital Management Lp
  Chicago, IL
• 12/2018 → 04/2021
  Mariner Wealth Advisors
  Oakbrook Terrace, IL
• 01/2023 → 06/2026
  Vivaldi Capital Management Lp
  Chicago, IL
• 06/2018 → 12/2018
  Mariner Wealth Advisors
  Oakbrook Terrace, IL
• 08/2016 → 06/2018
  University Of Illinois
  Urbana-Champaign, IL
• 06/2026 → Present
  Corient Services Llc
  Miami , FL
• 06/2026 → Present
  Corient
  Chicago, IL

Previous Registrations

• 2023-01-11 → 2026-06-17
  Debussy Capital Management Lp
  Chicago, IL

Designations

• Certified Financial Planner