Texas Tech University - Rawls College of Business

Texas Tech University

Chief Executive Officer at Delos Capital Advisors

Cody Lummus is Co-Founder and Chief Executive Officer at Delos Capital Advisors. As CEO Mr. Lummus oversees firm operations across all business units as well as strategic planning and growth initiatives.

Delos Capital Advisors

Chief Executive Officer

As part of the Mikeska Peschel McBee Group of Wells Fargo Advisors, Cody holds an Accredited Investment Fiduciary (AIF®)  designation and conducts corporate retirement consulting for the team.  He assists corporate clients all aspects of their 401K plan including the following:  plan design evaluation; analysis and benchmarking; fee review and disclosure; investment review; and performance monitoring.  

As a Certified Retirement Planning Counselor (CRPC®), he helps 401k participants with questions about properly allocating their retirement portfolio.    Cody also assists high net worth individuals with their investment planning needs.  

•	Worked with high net worth families and institutions
•	Advisor to 150 households with focus on investment management and financial planning 
•	Lead portfolio manager for Dividend Growth strategy 
•	Grew retail advisory practice by average of 25% per year for seven consecutive years
•	Lead investment analysis to 35 Institutional 401k and executive retirement plans.

Wells Fargo Advisors

Associate Vice President -- Investment Officer -- Investment Advisor

As an intern for the McBee Peschel Group of Wachovia Securities,  I was able to gain great experience in the investment industry. In my position I was strongly involved in portfolio allocation and 401k administration.

Financial Intern

As President of the Epsilon Delta chapter of Delta Tau Delta I:
       - Lead 150 men in striving for excellence in the classroom and in the  
         community
       - Selected as one of ten members of the Delta Tau Delta National          
         Undergraduate Council
       - Named 2007 National President of the Year

Delta Tau Delta Fraternity

President

I worked as a financial Intern preparing financial models for trade analysis and fixed assets. Work with upper level management in helping find the best fit players for our organization. Developed a fixed asset business model to help with company asset organization and depreciation methods.