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