Experience

Mosaic Pacific Investment Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Managing Member/Co-Founder

  • Dec 2013 - Present

  Honolulu, HI Co-founder of locally based registered investment advisory firm focused on integrating wealth management, financial planning, and portfolio management to deliver client solutions.



Lee Financial Group

• United States
• Financial Services

• Co-Portfolio Manager for First Pacific Low Volatility Fund (ticker: LOVIX)

  • Jun 2011 - May 2013

  Honolulu, HI



Lee Financial Group Honolulu

• Investment Committee Chair

  • May 2004 - May 2013

  Cory joined Lee Financial Group in 2003. He served as the Investment Committee Chair working in aspects of the firm's investment activities including development of capital markets expectations and asset allocation, manager selection and monitoring, and portfolio construction methodology. Cory is also a Certified Financial Planner Professional, assisting clients with various aspects of wealth management. He is a CFA Charterholder and a member of the CFA Hawaii chapter.


University of Hawaii Alumni Association
• United States
• Technology, Information and Internet
• Board of Director

  • Aug 2006 - Jul 2012

Shidler College of Business Alumni Association
• United States
• Technology, Information and Internet
• Past President

  • Jun 2009 - Jun 2011

Financial Planning Association of Hawaii
• Board of Director

  • Nov 2006 - Jun 2011