ÂÜÀòÂÒÂ×

Cory McGlone has a diverse work experience in the financial industry. Cory started their career at Edward Jones as a Financial Advisor in 2014, where they worked until 2016. In 2016, Cory joined AMG Funds as an Associate - Investment Consultant, and later progressed to the role of Senior Associate - Investment Consultant in 2019. From 2019 to 2022, they held the position of Director - Portfolio Specialist before being promoted to their current role as Vice President - Portfolio Specialist in February 2022.

Cory McGlone started their education at Spaulding High School, where they attended from 2004 to 2007. After completing high school, they went on to study marketing at Nichols College from 2007 to 2008. Following their time at Nichols College, they transferred to the University of Central Oklahoma - College of Business Administration, where they pursued a degree in Marketing from 2008 to 2013.

In terms of additional certifications, Cory obtained the Series 7 certification from FINRA (Financial Industry Regulatory Authority) in March 2013 and the Series 66 certification from the same institution in April 2013. Cory also acquired the Fundamentals of Alternative Investments Certificate from the CAIA Association in September 2017 and the CFA Level 1 Badge from the CFA Institute in January 2018.