Cody Roberts
Associate II, Investments
About Cody
Cody is an investment associate with the Fix Team. In his role, he works with clients through the financial planning process, developing wealth planning strategies and appropriate asset allocations to help them achieve their long-term goals and investment objectives. Cody also assists the team with investment research and due diligence, client investment reviews, and monitoring portfolios. He previously interned with the team for two summers.
Cody holds the CERTIFIED FINANCIAL PLANNER™ designation. He graduated from Hobart and William Smith Colleges with a B.S. in mathematics. He grew up in Vermont and currently lives in Brooklyn, New York and works from William Blair’s New York City office. Outside of the office he enjoys spending time with family and friends, exercising, cooking, and snowboarding.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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154 billion+Client assets
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90+ YearsIndependent and employee-owned
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20+Offices worldwide
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650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.