Portfolio Construction - OCIO
As one of the Senior Investment Strategists on the TownSquare team, Cody’s supports the Pleasant Street Wealth Advisors team with portfolio strategy and construction. Cody is an accomplished financial professional with extensive expertise in investment management and financial planning. Cody is deeply committed to providing clients with comprehensive investment solutions that empower them to reach their financial objectives and secure their futures. Cody employs strong analytical skills and industry knowledge to create personalized strategies that cater to each client's specific needs. Cody holds a B.S. in Personal Financial Planning from Utah Valley University and a M.S. in Finance from the University of Utah, he also holds the Certified Financial Planner™ designation.