Cory Boggs

WORK HISTORY

EDUCATION

ABOUT CORY BOGGS

I am driven by the challenges of the ever-changing market trends, and the ability to strategically stay at the top of the game. Both in and out of the office I am dedicated to pursuing my education of investment practices and gaining concrete knowledge through experience. This dedication has led me to obtain my CFA Charter and CAIA designation.During my time as a Private Client Investment Analyst, I had a variety of responsibilities, including: investment analysis, financial planning, collaborating with Private Client Advisors and Portfolio Managers, enhancing business development, securing client retention, and preparing wealth stimulations and sales materials. Through my work and personal experience I have learned a wide variety of skills, such as: portfolio management, financial modeling, quantitative investing, client relations, business development and fundamental research that can complement this position. I have demonstrated these abilities by writing and publishing investment research articles that highlight my talent as a fundamental equity research analyst. I have personally built and understand the process of developing a quantitative strategy, testing different factors, running back test, building multi factor models, running regression analysis, and ranking securities in order to find a viable solution to a specific strategy. Skills: Asset Valuation, Quantitative Investing; Factor Testing/ Smart Beta Analysis/ Back testing, Cash Flow Analysis, Portfolio Management, Client Management, Financial Planning, Equity Research, Financial Modeling, Finance & Accounting Background, Asset Allocation ExpertiseInformation Technology: FactSet, Bloomberg, Microsoft Excel, Galaxy, Wealth Station, eMoney, Advent APX, AXYS, Morningstar Advisor Workstation, Sales Force, Performance Station, SQL, VBA, Microsoft Office, Wordpress