Pittsburgh, PA Stanwix Street Office

Jacob Imling is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at LPL Enterprise LLC, Robert W. Baird & Co. Incorporated, and the University of Pittsburgh’s Endowment Fund. Outside of his advisory work, he is employed at South Hills Country Club, where he maintains facilities related to golf. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while participating as a portfolio manager in multiple wrap fee sponsor programs.

Daniel Meyers is a CFP® certificant with 14 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2013. His prior experience includes roles at PNC Wealth Management, BMO Harris Financial Advisors, M&I Financial Advisors, and Ameriprise. Cookson Peirce Wealth Management is a fee-only investment adviser offering wealth management, financial planning, and discretionary portfolio management to private clients and institutions. The firm employs a quantitative, rules-based approach to equities and fixed-income portfolios and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund, as well as a portfolio manager within multiple wrap fee programs.

Sean Volk is a CFA® charterholder with five years of industry experience. He has worked at Cookson Peirce Wealth Management since 2021 and previously held positions at Western Asset Management and Trioptima. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional investors, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm uses a quantitative, rules-based approach to equity selection and fixed-income strategies centered on investment-grade bonds, and it is noted for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and participation in multiple wrap fee programs.

Christian Brown is a CFP® professional with 20 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2009. His prior roles include positions at TIAA-CREF and Federated Investment Counseling. Cookson Peirce Wealth Management is a fee-only adviser providing wealth management, financial planning, and discretionary portfolio management to a range of private and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and employs fixed-income portfolios structured with investment-grade bonds, also serving as sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

Thomas Oakley is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Assured Partners and academic positions at the New York Institute of Technology and St. John Fisher College. Cookson Peirce Wealth Management is a fee-only adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based investment approach and manages fixed-income portfolios using investment-grade bonds, while also acting as sub-advisor to a mutual fund and participating in multiple wrap fee programs.

Joshua Beas is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cookson Peirce since 2012. Outside of his advisory role, he is a 50% owner of 555 Group LLC, a commercial property entity. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm uses a quantitative, rules-based approach for equities and a modified ladder structure for fixed income, and acts as a sub-advisor to a mutual fund while managing portfolios 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 one year of industry experience, having joined Cookson Peirce in 2025 following a 16-year tenure with PNC Bank. Cookson Peirce Wealth Management is a fee-only adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to equities and uses investment-grade bonds in fixed-income portfolios, while acting as sub-advisor to the Catalyst Dynamic Alpha Fund and managing assets within multiple wrap fee programs.

Bruce Miller is a CFA® charterholder with 28 years of industry experience. He has been with Cookson, Peirce & Co., Inc. in Pittsburgh, PA, since 1999. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, rules-based approach to equity and fixed-income portfolio management and acts as a sub-advisor to a mutual fund while managing accounts within multiple wrap fee programs.

Beth Williams is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 10 years of industry experience. She holds a Series 65 credential and has been with Cookson Peirce & Co., Inc since 2015. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and it participates as sub-advisor to the Catalyst Dynamic Alpha Fund as well as in multiple wrap fee programs.

Scott Oros is a Certified Financial Planner (CFP®) at Cookson Peirce Wealth Management with 13 years of industry experience. He has worked at Cookson Peirce and Co., Inc since 2017 and previously held roles at Bank of America, Merrill, and PNC Wealth Management. Cookson Peirce Wealth Management is a fee-only adviser providing wealth management, financial planning, and discretionary portfolio management to private and institutional clients. The firm employs a quantitative, rules-based investment approach and serves as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets in multiple wrap fee programs.

Luke Oneill is a CFA® charterholder and holds Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2018 and previously spent five years at Mellon Capital Management and one year at Goldman Sachs Wealth Services. Cookson Peirce Wealth Management is a fee-only adviser that serves private clients including high-net-worth households, trusts, and institutions, using a quantitative, rules-based approach to equity selection and a structured ladder strategy for fixed-income portfolios. The firm is also a sub-advisor to the Catalyst Dynamic Alpha Fund and manages assets within multiple wrap fee programs.

Nicole White is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA. She holds Series 65 and Series 66 licenses and has 13 years of industry experience. Her prior roles include positions at Merrill, TIAA-CREF, Citizens Securities Inc., and The Coury Firm. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and fixed-income management, and it also acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets within multiple wrap fee programs.

Timothy Johns is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with seven years of industry experience. Prior to joining Cookson Peirce in 2022, he worked at Symons Capital Management, Inc. for five years and FNB Corporation for two years. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a modified ladder structure for fixed-income portfolios, and it serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets within multiple wrap fee programs.

Cory Krebs is a financial advisor at Cookson Peirce Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cookson, Peirce, and Co. since 2003. Cookson Peirce Wealth Management is a fee-only advisory firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based investment approach for equities and uses investment-grade bonds in a modified ladder structure for fixed income, also serving as sub-advisor to the Catalyst Dynamic Alpha Fund and managing assets within multiple wrap fee programs.

Siegfried Saftner is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 credential with two years of industry experience. He has held multiple roles prior to his current position, including at CADmore LLC and ZVerse Inc, as well as periods as a full-time student. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, and institutional clients. The firm employs a quantitative, rules-based approach to equity selection and uses investment-grade corporate and municipal bonds for fixed-income portfolios, while also acting as a sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.