Cory Michael Evans is an experienced financial consultant currently employed at Fidelity Investments since June 2015, with a progressive career that includes roles as an Investment Consultant and Financial Representative. Prior experience spans positions at NewFocus Financial Group as an Associate Advisor and at YellowBrickRoad Financial Advisors as an Associate Financial Advisor and Client Administrator. Earlier roles include serving as an Investment Operations Specialist at Private Ocean and an Investor Relations Associate at Citco Fund Services, where responsibilities encompassed portfolio management, client relations, and compliance tasks. Additional experience includes a Foreign Policy Internship at The Heritage Foundation and a position as a Mutual Funds Ops Specialist II at Charles Schwab & Co. Cory holds a Bachelor of Arts degree in International Relations from the University of California, Davis.
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