Bio
Cody began his career with Fidelity Investments out of college as a full-service Financial Representative. Most recently before joining Journey, Cody worked with Osaic as a trader on the equity and options desk.
Cody is a proud Rutgers University Alumni. He holds a B.A. in Economics and a minor in Computer Science. You will find him at Rutgers football games in the fall and skiing in the winter.
Ryan Simpson
Investment Operations Manager
Karen Samuels
Investment Operations Manager
Amanda Pasquale
Investment Operations Manager
Jason Sangekar CFA®
Managing Director, Capital Markets
Erin Moeller
Chief of Staff
Charles Britton
Strategic Partner & Advisor
Penny Phillips
President, Partner
Brian Flynn
Financial Advisor, Partner