Corey is a wealth management professional with a background in high-level athletics and specialized investment strategies. A Loyola University Maryland graduate and former Division I lacrosse player, he brings a disciplined, team-oriented mindset to his work with clients.
He launched his career at Columbia Threadneedle Investments, where he earned his SIE, Series 7, and Series 66 licenses. He later joined First Trust Portfolios, LLC in Tennessee, focusing on structured notes, ETFs, and unit investment trusts before moving to Lobo and Pascale Wealth Management in 2026.