Our People Cory J. Berceau, CFA
Research Associate
Cory is a Research Associate on Zuckerman Investment Group’s investment team who sources, researches, and recommends equity and fixed income investments.
Cory has ten years of experience in investment management. Prior to joining Zuckerman Investment Group, Cory was an AVP, Portfolio Manager at Whittier Trust where he advised ultra-high net worth individuals and families on issues such as asset allocation, risk management, capital market return expectations, and the importance of taking a long-term approach to after-tax performance within their portfolios. Cory’s experience also includes bottom-up analysis on companies for potential inclusion within concentrated strategies.
Cory received a Bachelor of Arts in Economics from the University of Wisconsin-Madison. Cory is a CFA® charterholder.
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