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InvestmentĀ Associate

Montecito Office: 805.969.5670

Cory is responsible for conducting investment research and assisting with 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. He earned his Chartered Financial Analyst designation in 2016 and is a member of the CFA Society of Los Angeles. In 2018, Cory earned his Chartered Alternative Investment Analyst designation. Cory holds a B.A. from the University of South Carolina with a concentration in Finance and Marketing. Outside the office, Cory is a newlywed and enjoys hiking, golf, going to the beach, and spending time with his wife, family, and friends.