Managing Director, Partner | Private Wealth Advisor
Cory is Managing Director and Partner with the Stafford Schauer Private Wealth Team at Ashton Thomas. He concentrates on serving high-net-worth individuals, families, endowments, and foundations by providing wealth planning, estate planning, and asset preservation strategies.
Cory was drawn to the financial services industry out of a desire to work with families pursuing or working with multigenerational wealth needs. Prior to joining Ashton Thomas in 2023, Cory was a member of the Stafford Schauer Group at Alex. Brown, a division of Raymond James. He joined Deutsche Bank in 2009, transitioning to Alex. Brown in 2016. Previously, Cory was Vice President with the Bank of New York Mellon, where he served as a portfolio manager and, subsequently, provided estate planning solutions to clients of the bank. Earlier in his career, he was a practicing attorney and equity partner at Donovan Hatem LLP in Boston, where he focused on tax and estate planning.
Cory is a graduate of the University of Massachusetts Amherst. He earned a master’s degree in taxation (LLM) from Boston University and a law degree (JD) from Suffolk University Law School. He is a member of the board of directors for Suffolk University Law Alumni, the Boston Estate Planning Council, and the Jewish Community Center of the North Shore.
Originally from Edison, New Jersey, Cory now resides in Marblehead, Massachusetts, with his wife, Rachel. Together, they have three daughters, Olivia, Carly, and Leah, each of whom are enrolled in collegiate pursuits.