Cory Schutz, CAIASM - Vice President, Private Client Group Prior to joining the firm in early 2003, Mr. Schutz worked first with American Express Financial Advisors in Seattle, Washington, as a Financial Advisor. Mr. Schutz was later recruited to work at Fisher Investments in Woodside, California. While at Fisher, he held the title of Investment Counselor and was a member of a Fisher’s International Team. In this role, Mr. Schutz was responsible for managing and soliciting relationships of UK clients and other non-US entities, and was personally responsible for managing client relationships representing roughly $50 million in assets. Mr. Schutz is a graduate of the University of Washington in 2000 with a Bachelor of Arts Degree in Communications. He holds the designation of Chartered Alternative Investment Analyst (CAIASM). |