Cory Persson

Cory Persson, CFA, CFS, serves as the Chief Investment Officer at Axxcess Wealth Management since April 2018, overseeing over $10 billion in investments and managing portfolio construction for high-net-worth clients. Previous roles include Director of Investments and Director of Investment Strategy at Pacific Capital, where Cory managed $150 million in assets and developed the Financial Life Inspection®, a comprehensive financial plan for affluent individuals. Early career experiences at Comcast included multiple roles in a Finance Rotational Program, focusing on financial analysis, strategy, and operational improvements. Cory’s foundation in finance and investment began with a BA in Economics and Business Management from Brigham Young University.