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.