Cory Michael Nakamura

Professional at Mosaic Pacific Investment Advisors LLC

Cory Michael Nakamura

Cory Michael Nakamura

Professional at Mosaic Pacific Investment Advisors LLC

Biography

Mr. Cory M. Nakamura, CFA, is a Portfolio Manager at Lee Financial Group, Inc. He joined Lee Financial Group in 2003. He currently serves as the Investment Committee Chair working in aspects of the firm's investment activities including development of capital markets expectations and asset allocation, manager selection and monitoring, and portfolio construction methodology.Mr. Nakamura is also a Certified Financial Planner Professional, assisting clients with various aspects of wealth management. He is a series 6, 7, 63, and 65 FINRA registered representative, and a state of Hawaii Life and Health Insurance producer. He currently serves as the Immediate Past President of the Shidler College of Business Alumni Association, and a board of director on the University's Alumni board. He is also active in the Financial Planning Association as a board of director with the Honolulu chapter.Mr. Nakamura earned his B.A. in Finance from the Shidler College of Business at the University of Hawaii at Manoa. He is also a guest speaker to the undergraduate program on fund manager selection and career paths in finance. He is a CFA charter holder and a member of the CFA Hawaii chapter.

Overview
RelSci Relationships

151

Number of Boards

4

Number of Awards

5

Relationships
RelSci Relationships are individuals Cory Michael Nakamura likely has professional access to. A relationship does not necessarily indicate a personal connection.

Treasurer at University of Hawaii Alumni Association

Relationship likelihood: Strong

Corporate Vice President & Director, Finance at Lee Financial Group Hawaii, Inc.

Relationship likelihood: Strong

Founder at Lee Financial Group Hawaii, Inc.

Relationship likelihood: Strong

Executive Director & Chief Executive Officer at Financial Planning Association

Relationship likelihood: Strong

President at DTRIC Insurance Co., Ltd. (Investment Portfolio)

Relationship likelihood: Strong

Founder at KAI Hawaii, Inc.

Relationship likelihood: Strong

Director at University of Hawaii Alumni Association

Relationship likelihood: Strong

Director at University of Hawaii Alumni Association

Relationship likelihood: Strong

Director at University of Hawaii Alumni Association

Relationship likelihood: Strong

Director at University of Hawaii Alumni Association

Relationship likelihood: Strong

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Cory Michael Nakamura
Professional at Mosaic Pacific Investment Advisors LLC
Education
B.A. in Finance

A leader among U.S. business schools in its focus on the Asia-Pacific region

Career History
Portfolio Manager
2003 - 2013

Lee Financial Group is dedicated to providing small to medium sized businesses the right solutions to their accounting, tax, and business management problems. We seek to become a trusted advisor offering high quality, timely, and ethical services for a fair price. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Boards & Committees
Member, Investment Committee
2003 - 2013

Lee Financial Group is dedicated to providing small to medium sized businesses the right solutions to their accounting, tax, and business management problems. We seek to become a trusted advisor offering high quality, timely, and ethical services for a fair price. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Member, Board of Directors
2004 - Current

SUPPORTING THE SHIDLER COLLEGE OF BUSINESS AND ITS ALUMNI THROUGH NETWORKING AND COMMUNITY OUTREACH OPPORTUNITIES.

Member, Board of Directors of the Honolulu Chapter
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Member, Board of Directors
Current

THE UNIVERSITY OF HAWAII ALUMNI ASSOCIATION PROMOTES AND SUPPORTS THE UNIVERSITY OF HAWAII BY CONNECTING ALUMNI AND FRIENDS WITH THE UNIVERSITY AND WITH EACH OTHER, STRENGTHENING STAKEHOLDER RELATIONSHIPS IN THE COMMUNITY, AND INSPIRING PRIDE AMONG THE UNIVERSITY OF HAWAII OHANA.

Awards & Honors
CFP (Certified Financial Planner)
Series 65 – Uniform Registered Investment Adviser
Series 7 - General Securities Representative
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