Navigate to Sitemap

Press Releases

Want to know what's new with us? Here's where you'll find the latest news about events, services and much more.

06/25/2024

C&N Wealth Management Welcomes Corey Boller

Corey Boller

WELLSBORO, PA – C&N Wealth Management is excited to announce the addition of Corey Boller as Investment Officer in Wellsboro.

Corey joined C&N in May, bringing with him a decade of experience in portfolio management and investment research. Previously, Corey distinguished himself as a Portfolio Manager and Business Development Officer at the Bank of Ann Arbor’s Trust & Investment Management Group.

A proud Michigan native, Corey now resides in Wellsboro, PA. He holds a Bachelor of Business Administration in Accounting from Eastern Michigan University and is a Chartered Financial Analyst ®, underscoring his dedication to maintaining high standards of professional conduct in investment management.

“Corey’s experience in research, analysis and portfolio management will provide our investment team with an additional resource of knowledge, portfolio development, and a skill set for managing client accounts,” said Philip Prough, CIMA®, CFP®, Senior Vice President / Chief Investment Strategist at C&N. “Corey’s addition further solidifies our deep bench of experienced portfolio managers at C&N which incorporates a team approach for portfolio oversight. Our clients can feel confident C&N provides continuity for their portfolio management needs, providing consistent, professional management for clients now and in the future.”
 

Refer&Reward
Refer a friend to C&N and you'll both receive a special bonus: $50 for you, $50 for them!
Refer&Reward