Matthew Horan
Investment adviser representative at Corient
12 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- CorientJun 2025 to now
- Corient Services LLCJun 2025 to now
- Temple UniversityAug 2024 to Jun 2025
- CorientJun 2024 to Aug 2024
- Temple UniversityAug 2023 to Jun 2024
- My Cio Wealth PartnersMay 2023 to Aug 2023
- Temple UniversityAug 2022 to May 2023
- Aronimink Golf ClubMay 2022 to Aug 2022
- Temple UniversityAug 2021 to May 2022
- Door DashJun 2021 to Aug 2021
- Giant Food StoresJun 2019 to Jun 2021
- Salesianum SchoolAug 2017 to Jun 2021
- J.R Fugett Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8178913
- Firm CRD
- 319448