Meet Our Professionals

Korey Bauer CMT®

Vice President, Client Services Department & Business Development Team
Vice President of IMST III

Korey Bauer has over 14 years of mutual fund and financial services experience.

Korey started his career in 2011 at Castle Financial as an Analyst. He founded Bauer Capital Management, LLC where he served as Registered Investment Advisor and Chief Compliance Officer from November 2014 to December of 2018. During this time, Korey also served as Co-Portfolio Manager at All Terrain Funds. In December of 2018, he joined Foothill Capital Management as Chief Investment Officer – Managing Director where he managed both a mutual fund and an ETF.  In November of 2020, he joined AXS Investments as a Portfolio Manager. In June, of 2022 he joined MFAC.

Korey attended Marist University with a degree in History. Korey earned his Chartered Market Technician Designation in 2019. (CMT®).