Cory Rayfield, CFP®
Associate Director
Family Office Management Team
Cory is a valued member of the Family Office Management Team, where he helps support the complex needs of the firm’s family office clients. He collaborates closely with colleagues across TwinFocus’s business units to deliver a seamless and highly personalized client experience. Cory is passionate about building trusted relationships with families and helping them navigate their multigenerational investment, wealth, tax and estate planning goals.
Cory is an experienced financial professional with a background in private wealth management and client service for private clients. Prior to joining TwinFocus, he served as an Investment Advisor Associate at Kayne Anderson Rudnick in Los Angeles. Earlier in his career, he spent nearly five years at Brown Brothers Harriman in Boston, most recently serving as a Relationship Manager overseeing institutional securities lending relationships.
Cory holds a bachelor’s degree in economics and international business from Drexel University and is a CERTIFIED FINANCIAL PLANNER® professional.
Get to know Cory.
What do you enjoy most about your job?
The most rewarding part of my job is building long-term relationships with families. Earning the trust and confidence of our clients is incredibly important to me, and I take pride in being someone they can consistently rely on.
What unique personal skills make you great at your role at TwinFocus?
I am naturally a people person and enjoy building genuine relationships with both clients and colleagues. I am also highly collaborative and willing to step in wherever needed to support the team and ensure our clients receive the best possible experience.
What do you enjoy doing outside of work?
I love to run. My wife and I are both avid marathon runners, and over the years, we have raised money for several incredible organizations through our races. I also love to cook and experiment with new recipes.
If you weren’t at TwinFocus and knew you couldn’t fail, what would you do?
I would play professional golf.