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Joshua Beas
Client Advisor, Assistant Vice President at Cooksonpeirce
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Work Experience
Client Advisor, Assistant Vice President
Dec 2012 - Present · 12 years
Jul 2007 - Dec 2012 · 5 years and 5 months
Relationship Advisor, Assistant Vice President
Jan 2010 - Dec 2012 · 2 years and 11 months
Investment Officer/Portfolio Manager
Jul 2007 - Dec 2009 · 2 years and 5 months
Company Details
11-50 Employees
CooksonPeirce is a boutique investment management firm for the discerning investor who seeks a disciplined, quantitative approach to money management. Founded in 1984, CooksonPeirce develops and delivers investment strategies and products using a proprietary, time-tested process that focuses solely on hard data and analytics. This removes emotion from the financial investment equation, replacing it with continuous evaluation and data points. Using this strategy, CooksonPeirce endeavors to capitalize on opportunities and strives to deliver consistent results to its clients in a constantly changing marketplace. Serving both private clients and financial advisors, CooksonPeirce maintains headquarters in Pittsburgh, Pennsylvania and an office in Akron, Ohio. For more information, visit www.cooksonpeirce.com.
Year Founded
1984
Social Media
Linkedin
Industry
Investment Management
HQ Location
555 Grant Street Suite 380 Pittsburgh, PA 15219, US
Keywords
Equity Money ManagementTrust and Estate ReviewRisk ManagementBusiness SuccessioPhilanthropyInvestment ManagementFinancial Planning
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