Cody Hall

Cody Hall is a Portfolio Manager at Trajan Wealth LLC, based in Addison, TX, where he is responsible for overseeing client portfolios and providing tailored investment management solutions. In this role, he serves a diverse client base, including high-net-worth individuals and retail investors, in alignment with the firm's focus on discretionary asset management and holistic financial planning. At Trajan Wealth, Hall's expertise centers on diversified portfolio construction with a focus on traditional asset classes such as equities, fixed income, and alternative investments, supporting clients' retirement and wealth accumulation goals.

Previously, Cody Hall was an Investment Counselor at Fisher Investments from 2020 to 2022, where he advised clients on strategic asset allocation and managed client relationships through dynamic market environments. Before his career in financial services, he owned and operated a racquet stringing and instructing business, adding entrepreneurial experience to his record. His professional experience combines direct portfolio management with client-centric advisory services across the financial services sector.

Cody Hall holds a Bachelor of Business Administration in Economics and Finance from the University of South Alabama Mitchell College of Business, and a B.B.A. in Management from the United States Air Force Academy. His rigorous academic training and hands-on industry background enable him to deliver comprehensive investment strategies grounded in economic fundamentals, risk management, and disciplined financial planning. Hall’s commitment to fiduciary standards and results-driven management has established his reputation in the wealth management industry.