Cody Santmyer

Cody Santmyer is a Client Advisor and Trader at CW Advisors, based in Richmond, VA. In this role, he is responsible for advising clients on tailored investment strategies and executing trades across various asset classes, ensuring client portfolios align with their financial goals. His investment coverage includes publicly traded equities, fixed income instruments, and diversified portfolios for high-net-worth individuals, reflecting a broad focus within wealth management and portfolio strategy.

Prior to joining CW Advisors in 2024, Cody started his career as a Portfolio/Investment Administrator at Agili, acquiring hands-on experience in portfolio construction, account management, and client servicing. His background provides him with specialized insight into the needs of affluent clients and institutional investors, positioning him to deliver practical financial solutions.

Cody holds a Bachelor's degree in Financial Planning and Services from Virginia Tech, reinforcing his expertise in investment planning, risk analysis, and retirement strategies. He is recognized for his client-centric approach and dedication to transparent portfolio management, contributing to his reputation in the advisory sector.