Cory prides himself on providing outstanding customer service to Seventy2 Capital clients. He is responsible for all facets of the operations and account management functions and supports the senior advisors in the Annapolis, MD office.
Cory has over 15 years of experience in the wealth management industry beginning his career at American Express Financial Advisors. Most recently, Cory was a Client Service Associate with UBS Financial Services and prior to that served as a financial advisor at Merrill Lynch and a Personal Banker at Wachovia.
Cory has a Bachelor degree in Environmental Engineering from Cornell University and holds the Series 7 and Series 66 securities registrations as well as life and health insurance licenses.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.