Cory Bryson, CFA®, CFP®

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.