Corey provides expert guidance to non-profits on investment management, including liquidity needs, capital projects, endowment investing, constructing investment policy statements, and donor education. Corey also connects non-profits to the full suite of banking services at Citizens Bank. 

Corey’s New Hampshire team manages roughly one billion dollars in assets, with around $300 million in non-profit assets. Corey sits on the Citizens Bank Champions in Action Committee, which awards $50,000 twice per year to New Hampshire charities.

Corey also serves as Chair of the Finance Committee for the Warner House museum in Portsmouth, NH. In this role, Corey led two major capital campaigns over the past 5 years, one raising $600,000 and another raising $270,000. It was here that he noticed donors often provided funding inefficiently and donor dollars could have been higher using various financial planning strategies. Separately, Corey was able to help the organization establish an endowment when a large bequest was received.