Cory Chambers
Client Systems Operations Manager & Senior Registered Wealth Associate
As the Client Systems Operations Manager, Cory Chambers develops and manages the practice’s operational knowledge base, ensuring the creation, maintenance, and dissemination of accurate and accessible information throughout the practice. He also works as a liaison between the corporate team and the wealth associates at Seventy2 Capital and prides himself on providing outstanding customer service to Seventy2 Capital clients. Additionally, he is responsible for all facets of the operations and account management functions and supports advisors in the Annapolis, MD and Bethesda, MD offices as a Senior Registered Wealth Associate.
Cory has over twenty years of experience in the wealth management industry, beginning his career at American Express Financial Advisors. Most recently, he 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’s 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.