Corey Tiller Email & Phone Number

West Palm Beach, Fl, Us

West Palm Beach, Fl, Us

Wellington, Florida, United States

Rockefeller Global Family Office

Wellington, Florida

• Joined early-stage RIA (AUM now >$1B) with direct responsibility for asset allocation, security selection and execution of equity (stock + ETF) and fixed income (individual bond) portfolios. • Worked primarily with multi-generational, UHNW families looking for personalized advice and balance sheet management within complex ownership structures.• Applied previous experience in a high-volume SMA environment to build institutional processes and outcomes across multiple custodians and… Show more • Joined early-stage RIA (AUM now >$1B) with direct responsibility for asset allocation, security selection and execution of equity (stock + ETF) and fixed income (individual bond) portfolios. • Worked primarily with multi-generational, UHNW families looking for personalized advice and balance sheet management within complex ownership structures.• Applied previous experience in a high-volume SMA environment to build institutional processes and outcomes across multiple custodians and trading models. Show less

West Palm Beach, Florida

• Co-PM on three strategies: US Large Cap Value, US Large Cap Growth and International Core (ADR).• Responsible for investment analysis, security selection, and portfolio management for actively managed fund group (multi-billion in AUM).• Distributed in both institutional and retail channels in various formats (separately managed accounts, mutual fund, model delivery, etc.)

West Palm Beach, Florida Area

• Conducted performance analysis and return attribution on both internal and external investment models.• Built GIPS compliant composites and marketed return sheets.• Turned performance data into trackable factors to assist the Portfolio Manager team in the investment process.• Helped refine and simplify performance calculation process in line with industry standards and current methodologies.

West Palm Beach, Fl

• Responsible for daily account/portfolio reconciliation in a high-volume managed accounts group• Ensured accurate posting of security transactions, dividends, and other corporate actions within strict service windows• Worked closely with external custodians to correct account information and security transactions.• Resolved time-sensitive proxy voting discrepancies on all external accounts.• Identified and tested automation opportunities to drive efficiency and reduce manual… Show more • Responsible for daily account/portfolio reconciliation in a high-volume managed accounts group• Ensured accurate posting of security transactions, dividends, and other corporate actions within strict service windows• Worked closely with external custodians to correct account information and security transactions.• Resolved time-sensitive proxy voting discrepancies on all external accounts.• Identified and tested automation opportunities to drive efficiency and reduce manual errors. Show less

Master Of Business Administration (Mba)

Activities and Societies: Beta Gamma Sigma [top 20% in class ranking]

Master’S Degree, Accounting

Bachelor'S Degree, Business Administration - Finance

Activities and Societies: Honors Program