Cookson Peirce Wealth Management

Jacob Imling is a financial professional with one year of industry experience, currently with Cookson Peirce Wealth Management. He holds the Series 66 designation and has prior experience at LPL Enterprise LLC, Robert W. Baird & Co. Incorporated, and the University of Pittsburgh’s endowment fund. Outside of advising, he maintains employment at South Hills Country Club, supporting the upkeep of golf facilities. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, endowments, and foundations, as well as asset management to professional advisors. The firm employs a quantitative, rules-based investment process involving technical analysis for equities, macroeconomic evaluation for ETFs, and a modified ladder approach for fixed income, and is active as a sub-advisor to investment funds and wrap fee programs.

Daniel Meyers is a Certified Financial Planner® with 14 years of industry experience. He has been with Cookson Peirce Wealth Management since 2013. Daniel holds the Series 65 and Series 66 licenses. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm uses a quantitative, rules-based investment process and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while participating in multiple wrap fee programs.

Sean Volk is a CFA® charterholder with five years of industry experience. He currently works at Cookson Peirce Wealth Management and previously held roles at Western Asset Management and Trioptima. Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients and asset management services to professional advisors. The firm's investment approach is quantitative and rules-based, utilizing technical analysis for equity selection and a modified ladder strategy for fixed income, and it serves a variety of clients including high-net-worth individuals, trusts, endowments, and institutional investors.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 26 years of industry experience. His prior roles include positions at Voya Investment Management, NuView Trust, and Prudential Investment Management Services. He holds Series 63 and Series 66 licenses. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients such as individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management for professional advisors. The firm employs a quantitative, rules-based investment process and serves in both investment-company and wrap-program sponsor roles.

Christian Brown is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has been with Cookson Peirce Wealth Management since 2009. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to a range of private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment approach that incorporates technical analysis, macroeconomic evaluations, and fixed-income strategies, and it serves both individual and institutional clients.

Thomas Oakley is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Assured Partners and academic appointments at the New York Institute of Technology and St. John Fisher College. Cookson Peirce & Co., Inc. offers wealth management and financial planning to private clients such as individuals, trusts, and foundations, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment approach across equities, ETFs, and fixed income, and serves in both investment-company and wrap-program sponsor capacities.

Janelle Woods is a CFP® professional with 21 years of industry experience, currently with Cookson Peirce Wealth Management in Pittsburgh, PA. She has been with the firm since 2015. In addition to her advisory role, she serves as an adjunct faculty member at Youngstown State University, teaching courses in Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutional clients. The firm employs a quantitative, rules-based investment approach and acts as sub-advisor to the Catalyst Dynamic Alpha Fund, while also managing assets through various wrap fee programs.

Aaron Gates is a CFP® professional affiliated with Cookson Peirce Wealth Management in Pittsburgh, PA, with nine years of industry experience. He has worked at Cookson Peirce & Co since 2019 and previously held roles at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management LLC. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals and institutional investors such as trusts and foundations. The firm employs a quantitative, rules-based investment approach and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund, while also managing assets through various wrap fee programs.

Joshua Beas is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 13 years of industry experience. He has been with Cookson Peirce since 2012. Outside of his advisory role, he is a 50% owner of 555 Group LLC, a commercial property investment. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutional clients such as pensions and foundations. The firm employs a quantitative, rules-based investment approach and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while also participating in multiple wrap fee programs.

Edward Beighey is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has over 16 years of industry experience, including 12 years at PNC Bank prior to joining Cookson Peirce in 2025. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients such as individuals, high-net-worth clients, trusts, and institutions, offering discretionary portfolio management and financial planning support. The firm employs a quantitative, rules-based investment process and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while participating in several wrap fee programs.

Bruce Miller is a CFA® charterholder with 28 years of experience in the financial industry. He has been with Cookson, Peirce & Co., Inc. in Pittsburgh, PA for 27 years. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management for professional advisors. The firm uses a quantitative, rules-based investment process and serves in roles such as sub-advisor to the Catalyst Dynamic Alpha Fund and portfolio manager in several wrap fee programs.

Beth Williams is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. She has been with Cookson Peirce & Co., Inc. since 2015. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and institutional professional advisors. The firm employs a quantitative, rules-based investment approach and serves roles as both a sub-advisor and portfolio manager in various investment-company and wrap-fee programs.

Preston Ptak is a CFP® with seven years of industry experience, currently serving at Cookson Peirce Wealth Management. His prior roles include positions at Bank of America, Merrill, and Lineweaver Wealth Advisors. He is based in Fairlawn, Ohio. Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients, including individuals, high-net-worth clients, and institutional advisors. The firm employs a quantitative, rules-based investment process covering equities, fixed income, and ETFs, and serves as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets in several wrap fee programs.

Cory Sweitzer is a financial advisor with Cookson Peirce Wealth Management in Fairlawn, OH, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at Northwestern Mutual and seven years at Ferriot Inc. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and institutional advisors, utilizing a quantitative and rules-based investment process. The firm is notable for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and its participation in multiple wrap fee programs.

Scott Oros is a CFP® with 13 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2017. His prior roles include positions at Bank of America, Merrill, and PNC Wealth Management. Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients such as individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, while also offering asset management services to institutional clients. The firm employs a quantitative, rules-based investment process and serves as a sub-advisor to several funds and wrap fee programs.