Focuses on staying up to date with the markets and helping clients reach their financial goals.
Joined Lido: 2022
Homebase: Boca Raton, FL
Professional Focus: Cody assists with the onboarding of clients, alternative investments, and money movements.
Education: B.S., Economics, Pennsylvania State University
Previous Work Highlights: Prior to Lido, Cody worked as an Operations Analyst for SEI Investments where he performed maintenance on client accounts and provided service to advisors.
Personal Facts: Outside of work, Cody enjoys spending time with his family, traveling, architecture, watching Philly sports (Go Birds!), and playing golf.
