Cory Poe
Senior Trader
Cory is a Senior Trader at Maridea Wealth Management, reporting to the Chief Investment Officer and leading the firm’s trading function and operational development.
He brings six years of trading experience, beginning at Morgan Stanley in 2020 before joining Hunt Valley Wealth in 2022. Through subsequent mergers into Connectus Wealth and Focus Partners Wealth, he most recently served as Lead Portfolio Trader, overseeing trading for an equity strategy with more than $1 billion in assets under management. His expertise includes trade execution, portfolio rebalancing, tax-loss harvesting, and trading platform migrations.
Cory lives in Wilmington, Delaware, with his fiancée, Emily. They enjoy traveling and spending time outdoors, while also renovating their recently purchased home. Cory also loves spending time with his dog, Boh.