Cody Hall

Cody Hall, CFA, is a seasoned financial professional with extensive experience in wealth management and investment counseling. Currently serving as a Portfolio Manager at Trajan Wealth LLC since October 2022, Cody previously held roles as an Investment Counselor at Fisher Investments, where responsibilities included managing $230 million in client assets and creating tailored financial plans, and as a Client Advisor at Mercer Advisors, focusing on high net worth clients. Additional experience includes being a Business Owner for C Hall's Racquet Stringing and Instructing, where coaching and client relationship management were paramount, and working as an Investment Analyst at Murray and Co Asset Management, where Cody contributed to portfolio analyses and investment recommendations. Educational credentials include a Bachelor of Business Administration in Economics and Finance from the University of South Alabama and prior studies at the United States Air Force Academy.