Cory is a partner at Apexium Financial. He along with his team help clients in all aspects of their financial planning, investment management and insurance planning.
Cory is also known nationally for his expertise in structuring and implementing advanced life insurance and estate planning strategies for high net worth clients. He is a regular contributor for numerous industry publications, including the Journal of Accountancy, The CPA Journal and the Journal of Financial Planning.
Prior to forming Apexium Financial, Cory was a founding partner of Capstone Wealth Management, a private wealth management firm based in New York City. Cory began his career with MassMutual Financial Group as an insurance and investment representative. He received a degree in Finance and has earned the Certified Financial Planner™ designation.