Cory Gebel, CFA

Senior Portfolio Strategist

 Cory Gebel

Cory Gebel has been managing complex trust and agency accounts for over 20 years — bringing his expertise to customizing clients’ portfolios to their unique needs, objectives, and level of risk tolerance.

Prior to joining Bank of the West, Cory worked as a Portfolio Manager & Fixed Income Strategist for Trust Point, where he developed and implemented the portfolio strategy for the wealth management division. He was also a Fixed Income Credit Research Analyst at Van Kampen Investments in the municipal bond division.

Cory holds the Chartered Financial Analyst (CFA) designation, and is a member of the Colorado CFA Society. He earned his BA in accounting from the University of Northern Iowa.

As Senior Portfolio Strategist for Family Wealth Advisors, Cory provides clients with an institutional level of global investment management. This highly specialized level of management is backed by a team of global experts, extensive wealth transfer solutions, and a single source for a world of investment opportunities — including innovative asset class choices such as frontier markets and alternative assets.

Cory also helps clients benefit from our in-depth global research, pure asset allocation implementation process, disciplined risk adjustment, and virtual 24/365 tracking of their investments.

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