Mary Elizabeth Guidry, CFA, MBA, Associate Partner of Alternatives for Corient, joined Julie Cooling, Founder and CEO of RIA Channel, at iCapital Connect 2026 to discuss unlocking diversified economic growth.
Guidry highlights Corient’s holistic wealth management approach and strong presence in alternatives, with over 25 years of private markets experience across its legacy firms. She emphasizes that private markets are critical for investors seeking exposure to economic growth, noting that only 19% of companies generating over $100 million in revenue are publicly traded. She explains that investors seeking diversified growth, increased returns, and reduced volatility must look beyond the stock market and toward private markets, particularly alternatives.
She adds that a key factor in the firm’s success is education, as it becomes a central element when integrating dozens of acquired firms with differing investment philosophies under one umbrella. Corient is the largest fee-only RIA in the U.S., serving high- and ultra-high-net-worth clients with over $200 billion in assets under management.
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