With 10 years of Financial Services experience, Corey joins the Oakbourne team after working for one of the top U.S. Investment Management firms. His true professional passions are being able to help clients achieve their financial and investment goals. His role within Oakbourne will be assisting our Financial Advisors with Financial Planning and Investment implementation.
Corey graduated from Cabrini University with a double major in Finance and Marketing. Go Cavs!
Corey resides in Conshohocken, PA with his wife Julia, son Jack and baby #2 in March.