C. Daniel Boller

Background

About C. Daniel Boller

There’s nothing more attractive than owning your financial confidence. I approach wealth management with the same fierce passion that I approach everything else. Are you ready to let go, trusting your assets are protected? Corey D. Boller, most recently an Investment Officer at C&N, boasts almost a decade of experience in the financial services realm. Before joining the C&N Wealth Investment Team, he excelled as a Portfolio Manager and Business Development Officer at the Bank of Ann Arbor’s Trust & Investment Management Group. Preceding his tenure at the bank, Corey led a team of analysts in constructing and executing investment strategies for an institutional size investment advisor. In 2023, Corey served as an Advisory Board Member of the Institutional Investor Registered Investment Advisor Institute, where he contributed his insights and expertise to shape the industry's future. Proudly hailing from Michigan, he is a graduate of Eastern Michigan University with a Bachelor of Business Administration in Accounting. Additionally, he holds the Chartered Financial Analyst® designation, the highest distinction in the investment management industry.