Cory Bryson, CFA®, CFP®

Portfolio Manager, Senior Vice President 

Before Rockefeller, Cory joined Merrill Lynch in 2006 after being the regional investment analyst for Deutsche Bank Alex Brown in Atlanta. Prior to Deutsche Bank, Cory worked for AXA/Equitable creating customized financial plans for high-net worth individuals.

Cory’s role at Rockefeller is to construct, implement, and monitor portfolios for high-net worth clients. His focuses include building these tailored portfolios as well as actively researching and performing due diligence on new opportunities that align with our client’s long-term financial objectives.

Cory holds a BA from Western Carolina University, the Chartered Financial Analyst ™ (CFA) designation and the Certified Financial Planner ™ (CFP) certification.