Robert Corey, CMFC®

Robert Corey, CMFC®, has over 20 years of experience in the asset management industry. Robert began their career at OppenheimerFunds as a Portfolio Specialist, where they provided investment solutions to institutional clients. Robert then joined Lord, Abbett & Co. LLC as a Senior Regional Consultant, gaining expertise in asset management and serving generations of investors and their advisors. Following this, Corey worked at IndexIQ as a Regional Portfolio Specialist, focusing on ETF investment solutions and providing consultation on asset allocation advantages. Robert then joined Aquila Group of Funds as an Internal Sales Consultant, before moving to Terra Capital Partners as a Regional Wholesaler, responsible for generating low-volatility income streams and adhering to the highest fiduciary standards. Corey currently holds a role in Business Development-Alternative Investments at Catalyst Funds. Throughout their career, Corey has demonstrated a strong commitment to risk mitigation, alignment of interests with investors, and maintaining the highest fiduciary standards.

Robert Corey, CMFC®, attended Northeastern University but no specific information about their degree program, field of study, or the duration of their education is available.