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.Continue reading
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.”Continue reading