About Corey
As an investment strategy advisor, Corey operates at the intersection of quantitative finance and wealth planning. While part of his role involves technical aspects like portfolio design and analyzing investment strategies to support our internal committees, he gets the most energy from collaborating with advisors and clients on practical applications that improve their financial well-being.
Corey joined the team in 2015. Besides holding a bachelor’s degree in economics with a minor in mathematics from Saint Louis University, he also has obtained the Chartered Financial Analyst® designation.
As an investment strategy advisor, Corey operates at the intersection of quantitative finance and wealth planning. While part of his role involves technical aspects like portfolio design and analyzing investment strategies to support our internal committees, he gets the most energy from collaborating with advisors and clients on practical applications that improve their financial well-being.
Corey joined the team in 2015. Besides holding a bachelor’s degree in economics with a minor in mathematics from Saint Louis University, he also has obtained the Chartered Financial Analyst® designation.