Cody focuses on financial technology, software implementation, and client service at the intersection of capital markets and wealth management.
Since joining the firm in 2021, he has provided implementation, training, and support for Oyster Solutions – software designed to automate, organize, and integrate firm compliance and operations programs – while collaborating with clients to optimize workflows and establish integrations between software systems. He also consults with advisors and firms on financial planning software selection, plan creation and transitions, and performance reporting on managed accounts. Before Oyster, Cody supported the Advanced Planning Team at Pietech/Envestnet, where he was part of a team that earned the Silver Stevie Award for exceptional customer service two years running, and held product and performance reporting roles at BB&T Scott and Stringfellow.
Cody holds a Bachelor of Science in Mass Communications with a minor in General Business from Virginia Commonwealth University and holds the Financial Paraplanner Qualified Professional (FPQP) designation.
