Speakers

 

Cory Persson, CFA, CFS

Director of Investments

Axxcess Wealth Management

Cory Persson is the Director of Investments at Axxcess Wealth Management where he heads the investment committee. In this role, he is responsible for manager selection and portfolio construction on the Axxcess Platform. He oversees the Axxcess Allocator tool and works with our advisors to create and implement custom investment portfolios for their clients. Cory has a B.A. in Economics from Brigham Young University and is a CFA® charterholder and Certified Fund Specialist®.