Cody Milosek supports the senior research analyst and portfolio manager throughout the research process; evaluating various equity securities, industries, and economic data to thoroughly analyze investment opportunities. He is also responsible for monitoring daily news flow, research reports and market movements, providing written commentary and reports evaluating their effects on holdings and client portfolios. Prior to joining the team in 2018, Cody spent three years as a Research Associate at Miller/Howard Investments, a boutique asset manager specializing in income-equity investments.
Cody earned a BS in Business Administration with concentrations in Finance and International Business from Ithaca College.
Cody, a native of the Hudson Valley, spends his spare time hiking, playing soccer, and supporting Liverpool FC.