At Lumin, we take pride in our strong team-oriented culture. Although each team member brings something unique to the table, we share these core values:
- Passion to Deeply Understand and Serve
- Embrace Ongoing Desire to Improve
- Promote Teamwork and Inspires Winning Attitude
- Support Family and Personal Time
Find out more about our team by reading our bios below!
As an Investment Analyst at Lumin Financial, Cody conducts investment research and analyzes portfolio strategies for clients to help them meet their individual needs.
Cody attended Grand Valley State University, where he earned his Bachelor of Business Administration in Finance and Business Economics. He was a member of the Seidman Investment Portfolio Organization and held positions on the executive board as a Portfolio Manager and as Vice President of Portfolio Management.
As part of the Investment Committee at Lumin, Cody helps the team adapt to changing market trends based on economic data, and works closely with the advisors to construct portfolios for clients.
What experience’s prepared Cody for his role at Lumin?
Codyobtained an abundance of knowledge on investments through the investment club at Grand Valley along with managing his own personal investments. He also had the opportunity to take part in the West Michigan CFA Institute Research Challenge.
What does Cody like to do for fun?
Cody enjoys playing every sport, but his all-time favorite is soccer. When the weather is nice, you can usually find Cody at the beach. He also enjoys playing board games and watching movies when the weather is a little less favorable.