Pike RFP

Direct: (216) 520-6176

Fax: (216) 447-9007

6050 Oak Tree Blvd.,

Suite 500

Cleveland, OH 44131

Cory McComas is an Investment Consultant for CBIZ Retirement Plan Services. Cory is

currently studying for the Chartered Financial Analyst (CFA) designation. He holds a Se-

ries 6 Securities license and is a registered Investment Advisor Representative. He is a

proud graduate of Baldwin Wallace University and earned both a Masters in Accounting

and a Bachelor of Arts degree in Finance and Accounting from Baldwin Wallace.

Through macroeconomic research efforts, Cory supports the investment team by provid-

ing data-driven analyses to shape investment strategies. He implements CBIZ’s proprietary

investment due diligence and reporting process to monitor client portfolios. Cory also as-

sists with managing the portfolio construction process for Defined Benefit Plans, focusing

on risk-minimizing approaches for long-term investing.

Cory is responsible for implementing CBIZ’s proprietary fiduciary risk management

process known as The CBIZ Fiduciary Risk Manager™. The CBIZ Fiduciary Risk Manag-

er™ was established to help individuals manage the personal liability associated with being

a Fiduciary to a qualified plan. CBIZ Retirement Plan Services was named one of PLA-

NADVISER

’

S Top 100 Retirement Advisers in 2014 and 2015.

Cory resides in Berea, Ohio, and enjoys spending time with his family and in the Cleve-

land Metroparks. Additionally, he is an active member of the Baldwin Wallace MBA As-

sociation, the Baldwin Wallace University Alumni Council.

Starting fall 2016, Cory will

serve as a mentor to a Baldwin Wallace incoming freshman student thru CollegeNow of

Greater Cleveland, a non-for-profit that provides Greater Cleveland students with guidance

and access to funds to prepare for and graduate from college.

Cory is also a die-hard Cleveland sports fan and enjoys cheering on his teams through-

out the year.

Cory McComas

INVESTMENT CONSULTANT

Join my network.

CBIZ Retirement Plan Services is a trade name under which certain subsidiar-

ies of CBIZ, Inc. market investment advisory, third party administration,

actuarial and other corporate retirement plan services. Investments and

advisory services offered through CBIZ Financial Solutions, Inc., Member

FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement

Plan Advisory Services. CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ,

Inc. (NYSE Listed: CBZ)