Senior Registered Client Associate
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.