Cory Harris

Cory is a Relationship Manager at Beverly Hills Private Wealth, bringing seven years of finance and client service experience to the team. Prior to joining the firm, he spent five years at Cetera Investment Services, where he developed a robust foundation in client operations and service delivery. Naturally drawn to systems, organization, and continuous improvement, Cory is committed to delivering a high level of care and efficiency. He believes exceptional service begins with a deep understanding of each client’s unique needs, combining a thoughtful, analytical approach with an unwavering commitment to seamless operations.

Cory’s intellectual curiosity extends far beyond the office, with a deep interest in science, history, and philosophy. Outside of work, he enjoys hiking, camping, and exploring the outdoors. He also appreciates quiet opportunities for reflection and learning, and values quality time spent with family and friends. Cory credits much of his inspiration to his wife, Gloria, who has been his partner in life’s adventures since their marriage in 2024.

Cory graduated with a Bachelor of Science in 2012, an academic foundation that continues to support his structured and data-driven approach to wealth management and client relationships