Cory
Rodrigue,
CIMA®
Senior Asset Management Consultant, CIMA®
Cory Rodrigue is the Senior Asset Management Consultant working in the mid-Atlantic division of Raymond James and has been working with the firm for 14 years. He carries the CIMA®, (Certified Investment Management Analyst) designation, as well as the AIF® (Accredited Investment Fiduciary) designation. His main responsibility is working with advisors to structure portfolios that align clients’ goals with the research capabilities provided through Asset Management Services. His main areas of focus are to help in designing the asset allocation mix, as well as the final implantation through a variety of solutions provided by the Asset Management platforms.
