Cory Sims
Family Office Senior Advisor at Winnie Capital
Based in Cincinnati, United States
7-day free trial · no credit card
Seniority
Director
Department
General Business & Management
Location
Cincinnati
Industry
Investment Management
Company size
8
Contact information
Reveal Cory's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
c•••••••@winniecap.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Cory Sims
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.
Decision-makers
Other people at Winnie Capital
- CSStaff
Caitlin Sirianni
Executive Coordinator · General Business & Management
- SPC-Team
Stephen Porter
President · General Business & Management
- JMManager
Jamie Marinelli
Manager of Marketing & Social Media · Advertising & Marketing
- SPC-Team
Stephen Porter
Executive Vice President · General Business & Management
Build a list of verified contacts at Winnie Capital
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Cory
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime