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.
Cox Capital is pleased to welcome Sarah Wesinger, the latest addition to CCM’s internship program. A senior at UMass Lowell in her final semester, Sarah is from Hudson, MA and has a strong quantitative background. Initially an engineering major, Sarah is currently earning a dual concentration in finance and management. After interning this past summer at Boston Scientific, she was offered a full-time position upon her graduation this December. Sarah will become part of Boston Scientific’s finance leadership development program (FLDP), where she’ll have the opportunity to sample a variety of roles at the company. Her primary role at Cox Capital this fall will focus on evaluating fixed income opportunities for the portfolio management team. Aside from her studies, Sarah fulfills her creative side by painting at her mother’s art studio. She chose UMass Lowell because of their excellent career development program and the high job rate among graduates.
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.