Cody Hall CFA^® Trajan Wealth Fiduciary Advisor, Portfolio Management Group

Cody is a Chartered Financial Analyst^® charterholder and also holds a Life, Accident, and Health Insurance License. He started his working career as a research analyst in May 2014 for a boutique Registered Investment Advisory (RIA) firm in Austin, TX researching individual stocks, mutual funds, ETFs, and private placements for high-net-worth families and corporate pension plans. He then became a financial advisor, where he started taking on clients and doing everything from research to onboarding to trading, portfolio management, and compliance. What he loves about Trajan Wealth is the specialization of labor and he now spends his time focused on what he has always enjoyed most, working directly with clients so that we can help them reach their financial goals.

Cody’s college education includes the United States Air Force Academy, where he completed parachute jump training and combat survival training. He then received a tennis scholarship to play for the University of South Alabama, where he graduated Summa Cum Laude in Economics and Finance. After college, he played semi-pro tennis on the German Club Tour and is also the only person in New Mexico state history to win four straight 5A high school tennis championships. He enjoys playing tennis, soccer, volleyball, golf, and rock climbing in his spare time.