Cody joins Blueshirt with a rich skillset encompassing leadership, business operations, financial expertise and effective communications. Cody was most recently a “fractional CFO” with Titan Advisory, providing financial operations services to a portfolio of start-up clients. Cody has significant financial services experience, spending over a decade as a Personal Financial Planner at an RIA with over $1 Billion in assets under management. Cody’s experience extends to entrepreneurial ventures, having spent time managing the day-to-day operations of a famous recording studio and launching his own nutraceutical company. Cody is based in Blueshirt’s New York office.