Corey joined McShane Partners as a Wealth Associate in April 2019. In his role as a Wealth Associate, he assists and supports the Wealth Advisory Team with all aspects of the financial planning processes and ongoing management of client activities. In addition to client services, Corey also coordinates with the Investment Management Team to facilitate continuity with financial planning objectives and successful implementation of client accounts and investment portfolios.
Prior to joining McShane Partners, Corey worked for The Vanguard Group as a Client Services Representative and an Advanced Brokerage Solutions Specialist. In these roles, Corey was responsible for assisting the bulk of Vanguard clients with account maintenance activities, as well as transacting in individual equity securities. While working with clients at Vanguard, Corey helped to educate them on brokerage products and transactions, providing situational guidance and positioning clients to successfully attain their personal financial goals. In performing these tasks, he empowered clients through his dedication to client service, brokerage products, and cross-departmental collaboration.
Corey is a native of Savannah, Georgia and is a graduate of Hampden-Sydney College in Virginia, where he majored in Business and Economics and minored in Military Leadership and National Security Studies. In his spare time, he enjoys discovering Charlotte, being outdoors, playing golf, and spending time with his friends, family, and his dog Ranger.