Client Service Associate
Cody is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Cody attended Chapman University and graduated with a B.A. in Business Administration, where he was also a member of the football team. He is originally from Honolulu, Hawaii and enjoys traveling, hiking, and spending time with friends and family.