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Regional Vice President
Cory has been working in the financial services industry for over 15 years. For the past ten years he has been a resource for both RIAs and BDs, leveraging experience, relationships and services to find better solutions in their businesses. At Equity, Cory directly supports advisors by introducing them to our unique mix of dedicated service, robust back-office technology and support for alternative assets. Prior to joining the team at Equity, Cory served advisors in a similar capacity at Trust Company of America. Cory holds a Bachelor’s degree in Finance from Colorado State University.
Vice President of Business Development
Mark is a senior level sales executive with over 24 years’ experience in the financial services industry. He has extensive experience working with registered investment advisors, brokers, and various financial institutions. Prior to joining the Equity management team, Mark served as the Vice President of National Sales at Shareholders Service Group where he directed all sales efforts to financial advisors. He has also held several other positions throughout his career including head of sales for the Advisor Services Division of Fiserv Investment Support Services, Director of Sales at Alternative Investment Partners, and Senior Vice President of National Sales for TD Waterhouse Institutional Services. Mark holds a Bachelor’s degree in Finance and a minor in Economics from Western New England College.
Regional Vice President
Mid-East / East
John started his career as an independent financial advisor with Edward Jones. Throughout his career he has worked directly with other financial advisors to find solutions for their practice. Most recently John focused on consulting with RIA and Hybrid Advisors to implement retirement plans for their small business clients. Now as part of the Equity team, John consults with advisors to help them create a more efficient practice from a custody and technology perspective. John holds a Bachelor’s degree in Public Financial Management and a Minor in Entrepreneurship and Small Business Management from Indiana University, and now resides in Denver, CO with his wife.
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Contact info for press inquiries:
Equity Advisor Solutions
1600 Stout Street, Suite 850
Denver, Colorado 80202