Cody joined Wise Wealth as a Senior Account Administrator in 2024, bringing experience in consumer banking and asset-based lending. Born and raised in Waterbury, Connecticut, he earned his bachelor’s degree in business administration from Southern Connecticut State University School of Business. Cody developed an interest in finance when he began working as a summer teller at Webster Bank, eventually transitioning to a full-time role while completing his degree.
Cody grew up as a close friend of advisor John D'Agostino, and their strong friendship enhances their working relationship. Currently, Cody is actively working towards his FINRA licensing and collaborates closely with John as he prepares for a future role as an advisor. As a Senior Account Administrator, Cody manages the day-to-day operations of client accounts, ensuring accuracy in transactions and handling client inquiries. He works closely with financial advisors to maintain client records, ensure compliance, and provide exceptional service to clients.
Outside of work, Cody is deeply involved in the local short-track racing scene, supporting his brothers’ racing efforts in their family-owned car. Having learned to drive a Quarter Midget at just five years old, Cody’s passion for racing started early. He also serves as a pit-crew member for a Tour Modified team that competes throughout the Northeast. In his free time, Cody enjoys traveling, golfing, and trying new restaurants.