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Cliff Hodge Cfa

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Cliff Hodge Cfa

RIA Advisory Board Member | Cornerstone Wealth Group, LLC

Huntersville, North Carolina, United States

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Cliff Hodge Cfa

Summary

Cliff Hodge is a seasoned financial professional with extensive experience in investment management and wealth advisory. Currently serving as the Chief Investment Officer at Cornerstone Wealth Group, he brings a wealth of knowledge in asset allocation and portfolio management. Cliff has a solid educational background with an MBA in Finance from the University of South Carolina, where he graduated with a 4.0 GPA and was recognized by Beta Gamma Sigma. His career spans various roles in reputable organizations like Vanguard and Fintrust, where he honed his skills in financial analysis and equity research. Cliff's leadership experience is evident through his roles on advisory boards and as a mentor to junior team members. He is passionate about developing innovative investment strategies and enhancing client relationships. Outside of work, Cliff is committed to continuous learning and professional development, keeping abreast of emerging financial trends.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Cliff Hodge Cfa

Work Experience

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RIA Advisory Board Member at

Capital Group

January 2024 - Present

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Chief Investment Officer at

Cornerstone Wealth Group, LLC

January 2020 - Present

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Director of Investments at

Cornerstone Wealth Group, LLC

April 2018 - January 2020

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Equity Research Analyst at

Fintrust Brokerage Services

July 2015 - April 2018

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Portfolio Manager at

FinTrust Capital Advisors, LLC

July 2015 - April 2018

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Financial Analyst at

Vanguard

February 2014 - July 2015

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Portolio Manager/ Equity Analyst - Student Managed Investment Fund at

University Of South Carolina

January 2013 - January 2014

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MBA at

University Of South Carolina

January 2011 - January 2014

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HNW Relationship Manager/Investment Consultant at

Vanguard

January 2011 - January 2013

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Flagship Support Representative at

Vanguard

July 2010 - May 2011

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Registered Representatitive at

Vanguard

June 2008 - January 2010

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Cliff Hodge Cfa

Education

University of South Carolina - The Moore School of Business, Mba

January 2011 - January 2013

Wilbur O. and Ann Powers College of Business at Clemson University, Ba

January 2004 - January 2008

Frequently Asked Questions about Cliff Hodge Cfa

What is Cliff Hodge Cfa email address?

Cliff Hodge Cfa's primary email address is ******@cwgadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cliff Hodge Cfa work for?

Cliff Hodge Cfa is a RIA Advisory Board Member at Cornerstone Wealth Group, LLC, a company specializing in Functions related to depository banking.

Where Cliff Hodge Cfa graduated from?

Cliff Hodge Cfa holds a degree in Finance from University of South Carolina - The Moore School of Business.

How can I directly contact Cliff Hodge Cfa?

To contact Cliff Hodge Cfa directly, you can use the email address ******@cwgadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cliff Hodge Cfa?

Cliff Hodge is a seasoned financial professional with extensive experience in investment management and wealth advisory. Currently serving as the Chief Investment Officer at Cornerstone Wealth Group, he brings a wealth of knowledge in asset allocation and portfolio management. Cliff has a solid educational background with an MBA in Finance from the University of South Carolina, where he graduated with a 4.0 GPA and was recognized by Beta Gamma Sigma. His career spans various roles in reputable organizations like Vanguard and Fintrust, where he honed his skills in financial analysis and equity research. Cliff's leadership experience is evident through his roles on advisory boards and as a mentor to junior team members. He is passionate about developing innovative investment strategies and enhancing client relationships. Outside of work, Cliff is committed to continuous learning and professional development, keeping abreast of emerging financial trends.

Cliff`s contact details

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******@cwgadvisors.com

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