Application of Corient Partners, LLC to establish a nondepository trust company to be known as Corient Maine Trust Company, LP.
Corient Partners LLC, a Delaware limited liability company (CP) has applied to the Superintendent of the Bureau of Financial Institutions, pursuant to Title 9-B M.R.S. Chapters 25 and 121, for a certificate of public convenience and advantage to establish a nondepository trust company to be known as Corient Maine Trust Company LP (CMTC), to be owned by CP and Corient Group GP LLC, a Delaware limited liability company, and located at One City Center, Portland, Maine 04101. The names, addresses, and occupations of the proposed initial directorate of CMTC are listed below.
Name | Address | Occupation |
|---|---|---|
| Heather M. Pesikoff | Houston, TX | Partner, Head of Trust Services, Corient Private Wealth LLC |
| Andrew M. Holmberg | Miami, FL | Partner, Chief Solutions Officer, Corient Private Wealth LLC |
| Margaret C. Reinfried | North Yarmouth, ME | Managing Director, Portfolio Manager, and Chair of Financial Planning Group, H.M. Payson & Co. |
| Daniel M. Lay | Brunswick, ME | President, Managing Director, and Portfolio Manager, H.M. Payson & Co. |
| Pamela S. Stephenson | Gorham, ME | Chair of Fiduciary Services Committee and Trust Officer, H.M. Payson & Co. |
| Stephen C. Estep | Miami, FL | Partner, Chief Compliance Officer, Corient Private Wealth LLC |
The public is invited to submit written comments on this application to the Bureau of Financial Institutions, 36 State House Station, Augusta, Maine 04333-0036 or electronically through the Bureau of Financial Institutions’ website at www.maine.gov/pfr/financialinstitutions. A hearing on this application will be held by the Superintendent, as provided in Title 9-B M.R.S. § 252, upon receipt of a bona fide and reasonable request. The Bureau will accept written comments and requests for a hearing through May 4, 2026. The Superintendent’s decision on this application will be based on the decision-making criteria set forth in Title 9-B M.R.S. § 253.
/s/ Lloyd P. LaFountain III
Superintendent
Gardiner, Maine
April 3, 2026