Cory Hinaman, CFA

Manager at Windsor Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
Columbus, Ohio, United States, US
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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Nov, 2022
    - Sep, 2024
  • Tax Economist Program
    Aperio
    Aug, 2022
    - Sep, 2024
  • Bloomberg Market Concepts
    Bloomberg

Experience

  • Windsor Advisory Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Manager
      • Jan 2023 - Present

    • Senior Associate
      • Jan 2022 - Jan 2023

    • Associate
      • Jun 2019 - Jan 2022

  • The Ohio State University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Economic Tutor
      • Sep 2017 - Dec 2018

      • Reviewed class material with students by discussing text and working solutions to problems • Reviewed class material with students by discussing text and working solutions to problems

  • Mariner Wealth Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Intern
      • May 2018 - Aug 2018

      • Researched and constructed a whitepaper on Blockchain applications and Cryptocurrencies for a CEO roundtable presentation • Created one-page stock analyses for current holdings in a dividend yield portfolio • Customized a template with FactSet to present security valuations within their respective industry • Researched and constructed a whitepaper on Blockchain applications and Cryptocurrencies for a CEO roundtable presentation • Created one-page stock analyses for current holdings in a dividend yield portfolio • Customized a template with FactSet to present security valuations within their respective industry

Education

  • The Ohio State University
    BSBA, Finance and Economics
    2015 - 2019

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