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Cox Capital Expands Research Team With Addition of UML Grad

Cox Capital Management is pleased to announce the addition of recent UML graduate Harrison Oakes. Oakes joins CCM with a degree in business administration with concentrations in finance and accounting. With a near perfect GPA, he will take on the role of research analyst, assisting portfolio managers with investment decisions, research and portfolio evaluation. Oakes is no stranger to CCM. He joined the firm as an intern in the spring of 2019. Over that time, the Reading, MA native demonstrated a deep understanding of financial markets and a knack for evaluating stocks. “Harrison is going to be a great addition to our team. We know that ultimately our clients will benefit from his great analytical talents,” added CCM founder Bill Cox. He continued, “By reinvesting in cutting edge technology and top tier talent like Harrison, we are demonstrating our ability to be a future-ready firm.” Oakes’ education will not end anytime soon. He plans to pursue his CFA Charter, a well-respected designation in the field of finance, and ultimately obtain his MBA.

Cox Capital is an investment management and financial planning firm based out of Andover, MA. Bill Cox started the firm in 1997 after working in the investment industry for nearly two decades. The aim of the firm is to bring high quality money management abilities to the local level. Over the years, Cox Capital has evolved more broadly into a wealth management group, offering financial planning services to all clients. Tunde Kovacs, PhD and professor at UMass Lowell, joined CCM as a consultant in 2018, bringing great insights to the firm’s investment committee. In January of 2020, Ethan Brown became a Partner of the firm, solidifying the firm’s succession plan. With the addition of Oakes, Cox Capital reinforces their commitment to research and investing in the future.

Coping With the Pandemic Outside of Cox Capital

We are checking in to let everyone know that there is life beyond the pandemic! While we enjoy what we do and take our responsibility to our clients very seriously, we also know that it is healthy to have outside interests, to stay active, and to de-stress from time to time. Our clients deserve the best from us, and part of that is maintaining balance to prevent burnout. Here’s what we’ve been up to:

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Prudhvi Chandu Joins Cox Capital Management as Research Intern

Prudhvi Chandu joins CCM.

Cox Capital is pleased to welcome Prudhvi Chandu of Dracut, MA as the latest addition to the UMass Lowell Internship Program. Prudhvi is a graduating senior at UML with a degree in Finance. One of the top students in his class, Prudhvi demonstrates strong analytical abilities and knowledge of several computer programming languages. His desire to learn about and understand financial markets makes him a perfect fit for Cox Capital’s Internship Program. Prudhvi’s main roles at Cox Capital include analyzing client fixed income portfolios, researching corporate and municipal bond investments, and creating research models. Additionally, Prudhvi is responsible for authoring a weekly newsletter highlighting recent economic news and interest rate movements. “Prudhvi is a very bright young man and will be a tremendous asset for our team during his time with us,” said Cox Capital Management founder Bill Cox. Finally, Prudhvi has already passed the Level I CFA examination and plans to pursue a career in wealth management.

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