Cody Tafel serves as Head of TSW Strategic Advisory, working with private client relationships, endowments, foundations, and OCIO mandates. Cody’s focus is on asset allocation, investment strategy and business development. Cody brings extensive global market knowledge that helps our investment team and clients connect the dots between the macro environment and our security selection to construct portfolios.
Prior to joining Strategic Advisory, Cody held the role of Senior Equity Trader with TSW for over 13 years. Prior to joining TSW in 2006, he worked for Rapidan Capital LLC as the Director of Trading, and for Shockoe Capital Partners LLC as the Head Trader. He completed his research internship with INVESCO High Yield Group in New York.
Cody taught Technical Analysis for 5 years at the University of Richmond and still serves on the Advisory Board for the Student Managed Investment Fund. Cody also serves as Past President of the Board of Directors for the Technical Analysis Educational Foundation, Richmond Chapter Chair for the CMT Association, Executive Committee of the Washington, DC Chapter for the CAIA Association, the St. Catherine’s School Foundation Board, the Union Presbyterian Seminary Investment Committee, and as Co-Chair of the Richmond Regional Board for the University of Virginia.
Cody is a graduate of the University of Virginia, holds the Chartered Alternative Investment Analyst® and Chartered Market Technician® designations.