Cory Sims Email and Phone Number
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Cory Sims, AWMA®, CRPC®, CES is the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. Cory received a BA, Business from the University of Cincinnati in 2011 where he graduated Summa Cum Laude with a double major in Finance and Real Estate. Cory has a series 65 registration. Cory was associated with Johnson Investment Counsel, Inc. from June 2009 – June 2012 and Valhalla Investment Advisory from June 2012 – November 2013. In his personal time, Cory enjoys spending time with his wife, Emily, giving back to the community through Junior Achievement, and being a part of several committees and groups with the University of Cincinnati. His other interests include travel, music, supporting Cincinnati sports teams, and general aviation. He resides in Pleasant Ridge, Ohio.Disclaimer: Sims Investment Management, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Sims Investment Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Sims Investment Management, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Sims Investment Management, Llc
View- Website:
- simsinvestment.com
- Employees:
- 5
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Founder, Managing Member, Investment Advisor RepresentativeSims Investment Management, Llc Nov 2013 - PresentCincinnati, Oh-I have grown a local Registered Investment Advisor to over $200M in Assets Under Management and advise over 500 households and families.-I lead a team of five employees to better service and provide comprehensive financial services.-I am dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly. Simply put, I strive to be my client’s trusted advisor. My primary focus is to provide unbiased opinions that are designed to achieve long term investment results.www.simsinvestment.com -
Founding Board Member(Be) Philly Foundation 2021 - PresentGreater Philadelphia-I assisted with the generation of the foundation and the partnership of Underdog Apparel to funnel all profits to the foundation.-The foundation has raised over $500k since 2022 to provide financial support and increased visibility to charitable organizations with a proven track record of improving the education and economic outcomes of students in the Philadelphia public schools.-Golf Outing Committee Member-Investment Committee Member
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Family Office Senior AdvisorWinnie Capital 2023 - PresentGreater Philadelphia -
MemberVictory Aviation 2014 - 2018 -
TreasurerVictory Aviation 2016 - 2017 -
MemberFinancial Planning Association (Fpa) 2014 - 2016 -
Investment Advisor RepresentativeValhalla Investment Advisory Jun 2012 - Nov 2013 -
Portfolio Manager AssistantJohnson Investment Counsel Jun 2009 - Jun 2012Cincinnati, OhFinancial Analysis, Portfolio Analysis -
StudentUniversity Of Cincinnati 2006 - Aug 2011Sigma Sigma, Sigma Sigma Carnival Chair, Head Men's Basketball Student Manager, Men of Metro, Carl H. Lindner Outstanding Junior Scholar, 2011 College of Business Outstanding Undergraduate Student, Club Golf President, Delta Sigma Pi, Kolodzik Business Scholar, Beta Gamma Sigma, Junior Achievement Teaching Consultant -
Co-OpWard Group Mar 2008 - Sep 2008Insurance Analysis
Cory Sims Skills
Cory Sims Education Details
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Finance And Real Estate -
Finance And Real Estate
Frequently Asked Questions about Cory Sims
What company does Cory Sims work for?
Cory Sims works for Sims Investment Management, Llc
What is Cory Sims's role at the current company?
Cory Sims's current role is Managing Member, Investment Advisor Representative at Sims Investment Management, LLC.
What is Cory Sims's email address?
Cory Sims's email address is co****@****ail.com
What is Cory Sims's direct phone number?
Cory Sims's direct phone number is +151327*****
What schools did Cory Sims attend?
Cory Sims attended University Of Cincinnati, University Of Cincinnati College Of Business.
What are some of Cory Sims's interests?
Cory Sims has interest in Education.
What skills is Cory Sims known for?
Cory Sims has skills like Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Portfolio Management, Equities, Fixed Income, Powerpoint, Asset Managment, Bloomberg, Microsoft Office.
Who are Cory Sims's colleagues?
Cory Sims's colleagues are Michael Perry, Sydney Harden.
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Cory Sims
Coach & Leader | Performance, Well-Being, & Dei | Perpetual Learner, Perpetual ImplementerMadison, Wi4gmail.com, madisoncollege.edu, exactsciences.com, simsinvestment.com1 (513) 2XXXXXXX
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