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    Cooksonpeirce Wealth Management

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    Description

    • We are a privately held investment boutique and Registered Investment Advisor. We provide money management services to High Net Worth Clients directly or through their investment advisor. Founded in 1984, we serve some of the wealthiest families in the United States. Our investment process is based on a time-tested methodology developed over 40 years ago. The foundation of the process is quantitative and devoid of emotion, which we believe is the enemy of sound investment advice. We believe the answers are in the numbers which is why We do the math. Coupled with our unique approach to managing investments is our dynamic strategy to building and maintaining complex financial plans that begin with the end in mind. We incorporate a platform that is fed with live data that allows us to work alongside our clients to make informed, insightful financial decisions.
    • location

      Headquarters:555 Grant Street Suite 380, Pittsburgh, Pennsylvania, United States

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    • Cooksonpeirce Wealth Management phone

      Phone Number: +1 412-471-5320

    • Cooksonpeirce Wealth Management website

      Website: https://www.cooksonpeirce.com

    • Cooksonpeirce Wealth Management employees

      Employees:18

    • Cooksonpeirce Wealth Management revenue

      Revenue:$10 - 50M

    • Cooksonpeirce Wealth Management legal name

      Legal Name:Cooksonpeirce Wealth Management

    • Cooksonpeirce Wealth Management's Social Media

      Cooksonpeirce Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 541110  |

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    Person level website identification

    CEO for Cooksonpeirce Wealth Management

    Rosemary Neely

    Executive Assitant To Chief Executive Officer And Marketing Coordinator

    Person level website visitor identification

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    View Employees

    Bruce Miller

    Chief Investment Officer

    Christian Brown

    Senior Vice President, Director Of Institutional Investments Group

    Luke O'neill

    Senior Vice President, Portfolio Manager

    Maryann Messina-Fiorilli

    Director Of Private Events

    Daniel Meyers

    Director Of Private Client

    Frequently Asked Questions regarding Cooksonpeirce Wealth Management

    • Where are Cooksonpeirce Wealth Management's Headquarters?

      Cooksonpeirce Wealth Management's Headquarters are in 555 Grant Street Suite 380,Pittsburgh,Pennsylvania,United States

    • What is Cooksonpeirce Wealth Management's phone number?

      Cooksonpeirce Wealth Management's phone number is +1 412-471-5320

    • What is Cooksonpeirce Wealth Management's official website?

      Cooksonpeirce Wealth Management's official website is https://www.cooksonpeirce.com

    • What is Cooksonpeirce Wealth Management's Revenue?

      Cooksonpeirce Wealth Management's revenue is $10 - 50M

    • What is Cooksonpeirce Wealth Management's NAICS code?

      Cooksonpeirce Wealth Management's NAICS code is 541110

    • How many employees are working in Cooksonpeirce Wealth Management

      Cooksonpeirce Wealth Management has 18 employees

    • What is Cooksonpeirce Wealth Management's Industry?

      Cooksonpeirce Wealth Management is in the industry of Investment Management

    • Who is Cooksonpeirce Wealth Management's CEO?

      Cooksonpeirce Wealth Management's CEO is Rosemary Neely

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