Sign In
Get Clay Free →

Suggestions

    Zack Herlick

    Advisor, Corient

    Zachary "Zack" Herlick is a financial advisor currently working at Corient, a wealth management firm based in Menlo Park, California.14 He joined Corient in January 2023 and has over 16 years of experience in the financial industry.15

    Prior to joining Corient, Herlick held positions at:

    • Portola Partners (March 2020 - March 2023)
    • Brownson, Rehmus & Foxworth, Inc. (April 2007 - December 2019)12

    Herlick has passed the Series 65 regulatory exam and is registered to provide investment advice in California and Texas.45 He has served on various committees, including Investment Strategy, Public Markets, and Real Estate Committees, contributing to firm research on macroeconomics, markets, asset allocation, and manager selection.2

    Herlick's educational background includes:

    • Undergraduate degree from Stanford University
    • Graduate degree from Stanford University
    • MBA from Stanford University2

    As of February 2025, Herlick is part of Corient, which manages approximately $182 billion in assets on behalf of high-net-worth and ultra-high-net-worth individuals, families, and businesses across the United States.3

    Highlights

    Sep 30 · corient.com
    Corient Private Wealth LLC
    Sep 17 · leadiq.com
    Corient Company Overview, Contact Details & Competitors | LeadIQ
    CI Private Wealth Rebrands as Corient

    Related Questions

    What are Zack Herlick's main responsibilities at Corient?
    How long has Zack Herlick been with Corient?
    What is Zack Herlick's background before joining Corient?
    What types of clients does Zack Herlick typically work with?
    What are some notable achievements of Zack Herlick in his career?
    Zack Herlick
    Zack Herlick, photo 1
    Zack Herlick, photo 2
    Add to my network

    Location

    Menlo Park, California, United States