Cody Santmyer joined Agili in January and we asked him to tell us a little bit about himself. As a Portfolio/Investment Administrator, he supports Agili’s financial strategists by compiling reports and assisting with the implementation of investment strategies. We are all very happy to have Cody on the Agili team!
Your position at Agili: Portfolio/Investment Administrator
Educational background: B.S. in Business from Virginia Tech, Finance Major, CFP® Certification Education Option
Describe your family: Family time is very important in our family, such that most of my Dad’s side of the family lives close to each other in Northern Virginia. I’m lucky that my dad and I are best friends. My mom lives in Texas and is always there for me. I have a little five-year-old sister who is the light of our family – always smiling and laughing. My big sister is like a second mom to me and lives nearby with my two crazy little twin nephews.
What motivates you? Helping others achieve their goals and aspirations to live a fulfilled life.
What are your hobbies/charities/sports (active or fan)? I watch and play a lot of sports, mainly baseball and basketball. I’m a fan of the Washington Football Team, Washington Wizards and the Boston Red Sox.
Are you a cat or dog person? Dog
What is your most memorable or favorite book? The Trusted Advisor
What is your most memorable or favorite movie? Interstellar
What is your favorite food or type of food? Sushi