Category Archives: Press Release

Brown Delivers Keynote Address at UMass Lowell’s Manning School Hooding Ceremony

Cox Capital Portfolio Manager Ethan Brown addressing the Manning School’s 2019 graduating class.

Just five years ago, Ethan Brown attended the Manning School of Business Hooding Ceremony as a student while finishing up his MBA program. Last Thursday, the Dean of the Manning School Sandra Richtermeyer him invited back to the event – this time as the keynote speaker. During his talk, Brown shared his story of transitioning from a professional triathlete to MBA student to Cox Capital’s portfolio manager. He spoke about the amazing transformation that’s taking place at UMass Lowell, where the quality of education is improving along with the school’s profile. Brown also gave credit to those that influenced him along his journey, including his former finance professor Tunde Kovacs (who is now on CCM’s Investment Committee), and his mentor at Cox Capital – Bill Cox, to whom he attributes much of his success. Cox is also a fellow UMass Lowell alumnus.

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Harrison Oakes Selected for Cox Capital Internship Program

Cox Capital Management is pleased to welcome UMass Lowell junior Harrison Oakes as the newest research intern. Originally from Reading, MA, Harrison has maintained a near perfect GPA while majoring in Business Administration with concentrations in Finance and Accounting. He is a Dean’s List student and a member of the Beta Sigma Gamma Honors Society. Further, Harrison has previously completed internships with MFS Investment Management in Boston, MA and Community Teamwork in Lowell, MA. Over the next few months, Harrison will get hands on experience researching individual companies, learning portfolio management strategies, and analyzing economic data. A graduate of Reading Memorial High School, he was captain of the wrestling team during his senior year and his hobbies include skiing and running.

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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.”

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