Cory Persson, CFA®, CFS®
Director of Investment Strategy
Cory serves clients as the Director of Investment Strategy at Pacific Capital. He is a CFA® Charterholder and a Certified Fund Specialist®. Cory passed all three CFA examinations in three consecutive years. Prior to joining Pacific Capital, Cory was a Senior Finance Associate with a Fortune 100 Company in Los Angeles, CA. Cory comes from Colorado, and has enjoyed finance since he was young. He understands that investing does not come easy to others and enjoys helping people understand how to achieve their goals by simplifying complex decisions. He currently lives in Corona with his wife and two daughters.
● Bachelor’s Degree in Economics – Brigham Young University
● Chartered Financial Analyst® charterholder ● Certified Fund Specialist®- Institute of Business & Finance
● Volunteered in Costa Rica for 2 years as a church service volunteer