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.
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.
With life long ties to Maine, board position is a natural fit
Cox Capital Management Founder Bill Cox recently joined the Kennebunk Land Trust Board of Directors. Bill has life long ties to Maine. His family has spent summers on Drake’s Island in Wells since 1963. More recently, Bill became a full-time Maine resident during 2019. The Kennebunk Land Trust was founded in 1972 and is currently one of Maine’s oldest Land Trusts. The Trust maintains 3,400 acres of forests, fields, and waterways. This acreage covers some of the most beautiful land in the United States. Bill views his role as a way to give back to the community that gave him so much joy throughout this life. “Maine holds a special place in my heart – especially the Kennebunk area. My hope is for others to experience the same beauty and awe that I did growing up,” said Bill. This philosophy matches up perfectly with the Land Trust, whose mission it is to preserve the natural ecosystems and beauty of the land they maintain. To learn more about the Kennebunk Land Trust, click here.
It is with great pleasure to announce that effective January 1, 2020, Ethan Brown is now a Partner at Cox Capital Management. Brown joined the firm over five years ago. He completed an MBA from UMass Lowell with a specialization in finance. Brown brings a host of analytical abilities to the firm. Moreover, he has played a key role in CCM’s strong investment performance over the past few years. With Brown in place, CCM has effectively started a multi-generational succession strategy. This will ensure that all clients will continue to receive top quality investment management and financial planning for years to come. “I couldn’t be happier to have Ethan as a Partner at the firm,” said CCM founder Bill Cox. “He has been a great asset and is well-liked by all clients. This milestone event proves that we are committed to building a top-quality firm that is future-ready.”