About Corey
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.
Education and Professional Milestones
-Saint Louis University - bachelor’s degree in economics with a minor in mathematics
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.
Education and Professional Milestones
-Saint Louis University - bachelor’s degree in economics with a minor in mathematics