Cory is responsible for conducting investment research, providing financial guidance to clients, and the management of client investment portfolios. Prior to joining Manchester Capital in 2017, Cory was an Assistant Vice President at City National Bank in Los Angeles, where he worked in the Private Bank as an Investment Analyst.
Cory earned his Chartered Financial Analyst (CFA) designation in 2016 and is a member of the CFA Society of Los Angeles. Cory is also a Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA). He holds a B.A. from the University of South Carolina with a concentration in Finance and Marketing. Outside the office, Cory enjoys spending time with his wife and two children, going to the beach, playing tennis, and traveling.
Additional Certifications: CFA, CFP®, CAIA
Regularly reviewing existing estate plans is a good financial practice, and the looming change to the lifetime estate/gift tax exemptions at the end...
It seems that Chatbots and Artificial Intelligence are invading every part of modern life. According to recent news reports, over 80% of Fortune 500...
Manchester Capital Management is proud to announce that Founder and Executive Chairman, Ted Cronin, has once again been honored among Barron's “Top...