Cody is a Senior Client Advisor at the firm, where he provides comprehensive wealth planning and family office services to ultra-high-net-worth individuals and families. He works closely with clients to simplify the complexities that often accompany significant wealth, helping ensure that all aspects of their financial lives – including liquidity planning, investment management, estate planning, tax strategy, insurance, and philanthropy – are thoughtfully coordinated and aligned with their long-term goals and values.
Prior to joining Ballentine Partners, Cody was an Advisor Consultant at Putnam Investments. He later joined UBS, where he served as a Financial Planner for high-net-worth and ultra-high-net-worth clients before transitioning into the Advisor role on a Forbes Best-In-State team focused on entrepreneurs and business executives. He subsequently joined Lake Street Advisors as a Wealth Advisor and continued in that capacity following the firm’s acquisition by SCS Financial, where he served as a Director in the Private Client Group.
Cody earned his degrees in Economics and Entrepreneurial Leadership Studies from Tufts University. He is a CERTIFIED FINANCIAL PLANNER® practitioner and is an Accredited Wealth Management AdvisorSM.
Cody is an active supporter of Jhamste Gatsal, a loving home and learning community in Arunachal Pradesh, India for children from challenging backgrounds. He lives in Sudbury, MA, with his wife, Hannah, their daughter, Sadie, and their French bulldog, Ellie. Outside of work, Cody enjoys spending quality time with family and friends, being on the lake, attending sporting events, and playing golf.