Cory Durham

Cory Durham

Vice President Wealth Management @ UBS

About Cory Durham

Cory Durham serves as Vice President of Wealth Management at UBS Financial Services, where he has worked since 2013. With over a decade of experience in wealth management and a strong educational background in finance and eBusiness, he provides financial services to clients in the Dallas/Fort Worth area.

Current Role at UBS

Cory Durham serves as Vice President of Wealth Management at UBS Financial Services, a position he has held since 2013. In this role, he focuses on providing tailored financial services and advice to clients in the Dallas/Fort Worth area. His extensive experience in wealth management allows him to develop strategies that meet the diverse needs of his clients.

Previous Experience at J.P. Morgan

Prior to his tenure at UBS, Cory Durham worked at J.P. Morgan as a Private Banker from 2006 to 2013. During this seven-year period, he gained significant experience in wealth management, enhancing his skills in providing financial advice and services to a wide range of clients.

Education and Expertise

Cory Durham holds an MBA in Finance from Southern Methodist University - Cox School of Business, where he studied from 2004 to 2005. He also earned a Bachelor of Business Administration (BBA) in eBusiness and Finance from Texas Christian University - M.J. Neeley School of Business, completing his studies from 1998 to 2002. His educational background supports his strong expertise in both finance and technology.

Background in Wealth Management

With over a decade of experience in wealth management, Cory Durham has developed a comprehensive understanding of financial services. His focus on the Dallas/Fort Worth area has allowed him to build a strong client base. He combines his knowledge of finance with technology to enhance wealth management strategies.

Licenses and Compliance

Cory Durham is licensed to operate in multiple states, including Colorado, Florida, New Jersey, New York, Oklahoma, and Texas. This broad licensing indicates his ability to serve a diverse client base while adhering to compliance regulations across different jurisdictions.

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