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Cliff Hodge Cfa
Cliff Hodge Cfa
RIA Advisory Board Member | Cornerstone Wealth Group, LLC
Huntersville, North Carolina, United States
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.
Cliff Hodge Cfa
Work Experience
RIA Advisory Board Member at
Capital Group
January 2024 - Present
Chief Investment Officer at
Cornerstone Wealth Group, LLC
January 2020 - Present
Director of Investments at
Cornerstone Wealth Group, LLC
April 2018 - January 2020
Equity Research Analyst at
Fintrust Brokerage Services
July 2015 - April 2018
Portfolio Manager at
FinTrust Capital Advisors, LLC
July 2015 - April 2018
Financial Analyst at
Vanguard
February 2014 - July 2015
Portolio Manager/ Equity Analyst - Student Managed Investment Fund at
University Of South Carolina
January 2013 - January 2014
MBA at
University Of South Carolina
January 2011 - January 2014
HNW Relationship Manager/Investment Consultant at
Vanguard
January 2011 - January 2013
Flagship Support Representative at
Vanguard
July 2010 - May 2011
Registered Representatitive at
Vanguard
June 2008 - January 2010
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
******@cwgadvisors.com