Team News: Ethan Brown Obtains CFA Charter; Anne Lee Joins Cox Capital Management

Cox Capital is pleased to report good news on two fronts: Portfolio Manager Ethan Brown has recently obtained his CFA Charter, and Anne Lee has joined the Cox Capital team as the firm’s new Office Manager.

Ethan joined Cox Capital in 2015 as a research analyst after obtaining his MBA from UMass Lowell. He began working toward his CFA charter in 2016, and passed all three levels of the exam in each subsequent year. Over this time, he accumulated the required work experience, and the CFA Institute approved his charter as of January 2019. “We are thrilled to have a CFA Charterholder on our staff,” said Cox Capital Management founder Bill Cox. “It demonstrates our commitment to building a qualified portfolio management team and highlights the strong research-driven culture of our firm.”

Anne comes to Cox Capital with nearly 25 years of experience in the field of human resources, with 17 of those years specifically working in the financial services industry. She has a diverse skill set that ranges from IT solutions, to budgeting and to payroll management. A Leslie College graduate, Anne grew up in Andover but currently resides in Haverhill, MA. She is also a certified Pilates instructor and enjoys spending time at her family lake house in New Hampshire. “Anne brings an amazing set of talents to our firm and will be a key part of providing a high level of service to our clients – we are lucky to have her on board!” comments Bill.