Cody takes a personalized and goal-oriented approach to advising individuals and families as they navigate important financial decisions. He works closely with clients to help them organize and manage their financial lives with purpose, developing strategies designed to support both near-term objectives and long-term aspirations. In partnership with the Sequoia Sentinel team, Cody creates a client experience that is rooted in building strong relationships and delivering tailored advice that reflects what matters most to each individual and family he works with.  

Prior to joining Sequoia, Cody spent almost 10 years as a portfolio manager at a multi-family office serving successful families across generations. Early in his career, Cody gained experience as an advisor at Morgan Stanley, where he provided comprehensive planning and investment guidance. Cody earned his Bachelor of Arts from Villanova University, where he also played quarterback for the university’s football team. His experience on the field helped shape his collaborative mindset and disciplined approach to planning. 

Cody resides in Philadelphia, Pennsylvania. Outside of the office, he enjoys golfing and watching both collegiate and professional sports.