Preston Ptak is a CFP® professional with seven years of industry experience, currently serving at Cookson Peirce Wealth Management. His prior roles include positions at Bank of America, Merrill, and Charles Schwab, among others. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning to individuals, high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment methodology and actively manages equity and fixed-income portfolios, including municipal bond strategies and institutional mandates.

Cory Sweitzer is a financial advisor with Cookson Peirce Wealth Management, holding Series 65 and Series 63 licenses, and has one year of industry experience. Prior to joining Cookson Peirce, he worked at Northwestern Mutual in various roles and spent seven years at Ferriot Inc. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning services to private clients, including high-net-worth households, trusts, and foundations, as well as asset management for professional advisors and institutional sponsors. The firm uses a quantitative, technically driven investment approach and manages both equity-focused and targeted bond portfolios, serving a diverse client base that includes institutional and municipal clients.