Cory Emerson
Senior Vice President - Wealth Management | Financial Advisor | UBS Financial Services Inc.
- Role
- Financial Advisor - Senior Vice President at UBS
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Cory Emerson
Cory serves as financial advisor to high-net-worth and ultra-high-net-worth individuals…
Experience
Financial Advisor - Senior Vice President
Nov 2016 — Present
Cory serves as advisor to high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, and family offices. He and his team take a personalized approach, working closely with clients to fully understand their financial goals and timelines. They then design & manage investment strategies that align with those goals while managing market volatility and optimizing risk-adjusted returns.Cory specializes in low-beta, high Sharpe ratio portfolios, and customizes asset allocations to each client—incorporating equities, hedge funds, private equity, private credit, fixed income, and cash as appropriate.He and his team leverage UBS’s global resources to provide comprehensive wealth management solutions, collaborating across tax and estate planning, family office services, investment banking, lending, asset management, and philanthropy services.
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration - BBA
Baylor University - Hankamer School of Business
Master of Business Administration - MBA
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