isaac-presley

Isaac Presley, CFA

Isaac Presley, CFA, is president and director of investments at Cordant Wealth Partners. Prior to joining Cordant Wealth Partners, he was a senior financial analyst at a Fortune 500 financial services firm. Mr. Presley has been quoted or featured in Bloomberg, U.S. News & World Report, the Daily Mail, and Business Insider. He regularly writes about wealth management on the Cordant blog and the CFA Institute Enterprising Investor blog. Mr. Presley is a member of CFA Society Portland and a partner with the nonprofit Social Venture Partners Portland. He received a BS in finance from Oregon State University and an MBA from Portland State University.

From the Blog

Differentiate Yourself: Building a Client-Oriented Culture

What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA. Read More