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®.