Corey French

Corey French is an Associate at ONE CAPITAL MANAGEMENT, LLC, based in San Francisco, California, where he contributes to portfolio management and client advisory services for a broad range of high-net-worth individuals and institutional clients. His responsibilities include supporting investment research, analyzing financial data, and assisting with the construction of diversified investment portfolios tailored to client needs within the firm’s focus on private families, endowments, foundations, and retirement plans.

French brings experience from the financial services, wine and spirits, and computer software sectors, notably serving as a Financial Analyst at Treasury Wine Estates prior to joining ONE CAPITAL MANAGEMENT, and earlier as an intern at Prospettiva Financial. At Treasury Wine Estates, he focused on financial planning and industry-specific analysis for the wine and spirits sector, an experience that enriches his perspective on sectoral allocation within client portfolios.

He holds a Bachelor’s degree in Finance from Sonoma State University, providing a solid foundation in investment analysis and portfolio management. French’s expertise lies in financial market research, asset allocation, and wealth management for individuals and organizations, with a proven ability to navigate multi-sector investments including financial services and consumer staples industries.