Cory is an Investment Manager at Innovative Family Office. He specializes in crafting custom investment portfolios for high-net-worth families, encompassing all aspects of asset allocation from private equity to real estate.
Prior to joining Innovative, he was an Investment Executive at Empire Asset Management Company. He began his career as a broker and steadily progressed as a Financial Advisor, managing trust and retirement portfolios. In addition to being a Financial Advisor, Cory also holds his insurance license, which complements his focus on clients’ long-term financial goals.
With over 20 years of experience in the financial industry, Cory leverages his knowledge as he strives to craft exceptional outcomes for his high-net-worth clients at Innovative Family Office.
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