Joe Oryang

Portfolio Operations Associate

Joe Oryang joined us in September 2024 as a Portfolio Operations Associate. His role is to provide direct support to advisors and clients by facilitating trading, portfolio rebalancing and operations. He will also work on internal and client-related projects while communicating with clients and advisors on follow-up action items.

Originally from Northern Virginia, Joe moved to Utah where he met his wife Kendra and had their son Zo. He attended Brigham Young University and earned a Bachelor of Science in Economics and a Minor in Statistics. After graduating he worked as an Operations Analyst at the Bank of Utah where he focused on process optimization. He is happy to be working at CCMI where he hopes to provide value to the team and clients. He looks forward to enjoying the San Diego area with his family and loves being so close to the beach.