Profil
Mr. Cory Bloodgood is a Partner & Portfolio Manager at BCWM LLC.
He conducts macroeconomic research and individual security analysis to design portfolios for the firm’s clients.
Additionally, he helps oversee the day-to-day activities of the Investment Operations Department.
As a Partner of the firm, he plays an integral role in developing long-term strategies for the firm.
Mr. Bloodgood holds an M.S.
in Finance from the University of Tulsa and a B.S.
in Finance from the University of Central Missouri.
He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Kansas City.
Postes actifs de Cory Bloodgood
| Sociétés | Poste | Début |
|---|---|---|
BCWM LLC
 BCWM LLC Investment ManagersFinance BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations. | Analyst-Equity | 01/01/2014 |
Formation de Cory Bloodgood
| The University of Tulsa | Graduate Degree |
| University of Central Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
BCWM LLC
BCWM LLC Investment ManagersFinance BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
