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Corey joined the C&N Wealth Management team in May, bringing with him a decade of experience in portfolio management and investment research. Previously, Corey distinguished himself as a Portfolio Manager and Business Development Officer at the Bank of Ann Arbor’s Trust & Investment Management Group.

My academic foundation, coupled with over a decade of practical experience in the field, has allowed me to develop a nuanced understanding of investment strategies and financial markets. Last year, I had the honor of serving as an Advisory Board Member for the Institutional Investor Registered Investment Advisor Institute where I contributed my insights and expertise to shape the industry’s future.

A proud Michigan native, Corey now resides in Wellsboro, PA. He holds a Bachelor of Business Administration in Accounting from Eastern Michigan University and a Chartered Financial Analyst® designation, the highest recognition in the investment management industry. “C&N’s commitment to personalized client service and their robust investment strategies align perfectly with my professional philosophies. I look forward to leveraging my experience to help our clients achieve their financial goals effectively.”