Cookson Peirce Wealth Management

Daniel Meyers is a CFP® professional with 13 years of experience in the financial industry. He has been with Cookson Peirce Wealth Management since 2013. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm uses a quantitative, technical-analysis approach to guide investment decisions and manages approximately $2.32 billion in discretionary assets.

Sean Volk is a CFA® charterholder with four years of industry experience. He has worked at Cookson Peirce Wealth Management since 2021 and previously held roles at Western Asset Management and Trioptima. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm uses a quantitative, technical-analysis approach to investing and offers sub-advisory services for mutual funds and wrap-fee programs.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he has been involved with Blaqshack LLC, a textiles-related business, though it is currently inactive. Cookson Peirce Wealth Management is a fee-only firm serving private and institutional clients through wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Christian Brown is a CFP® professional with 19 years of experience in the financial industry. He has been with Cookson Peirce Wealth Management since 2009. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Thomas Oakley is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with two years of industry experience. Prior to joining Cookson Peirce in 2023, he worked at Assured Partners and has a background in education at New York Institute of Technology, St. John Fisher College, and Delaware Valley High School. Cookson Peirce Wealth Management is a fee-only firm serving private and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Janelle Woods is a CFP® professional with 20 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2015. She also works as an adjunct faculty member at Youngstown State University, teaching courses in Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management is a fee-only firm that offers wealth management, financial planning, and portfolio management services to private and institutional clients. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets.

Aaron Gates is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2019 and previously held roles at SS&G Wealth Management LLC and Cetera Advisors LLC. Prior to his advisory career, he was affiliated with The University of Akron. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investing and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Joshua Beas is a financial advisor at Cookson Peirce Wealth Management with 13 years of industry experience. He has been with Cookson Peirce since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a 50% owner of 555 Group LLC, a commercial property business. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm uses a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Bruce Miller is a CFA® charterholder with 27 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 1999. Cookson Peirce Wealth Management is a fee-only money management firm serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Beth Williams is a financial advisor at Cookson Peirce Wealth Management with nine years of industry experience. She holds a Series 65 designation and has worked at Cookson Peirce & Co., Inc since 2015. Cookson Peirce Wealth Management is a fee-only firm serving private clients such as individuals, trusts, endowments, and institutional clients. The firm employs a quantitative, technical-analysis approach to portfolio management and is notable for its active sub-advisory role in the Catalyst Dynamic Alpha Fund and management of wrap-fee program assets.

Cory Sweitzer is a financial advisor at Cookson Peirce Wealth Management with Series 63 and Series 65 licenses. He joined the firm in 2025 and has prior experience at Northwestern Mutual in various roles during the same year. Before entering the financial industry, he worked at Ferriot Inc and held positions in the hospitality and staffing sectors. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management services. The firm uses a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Scott Oros is a CFP® professional with 13 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2017. His prior experience includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cookson Peirce Wealth Management is a fee-only firm that provides wealth management, financial planning, and portfolio management to private and institutional clients. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Christian Papazian is a CFP® and CFA® charterholder with nine years of industry experience. He is currently with Cookson Peirce Wealth Management and has previously worked at Income Research + Management and Fidelity Investments. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors through wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Gregory Liro is a financial advisor at Cookson Peirce Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Fidelity Investments. Outside of his advisory role, he serves as Treasurer on the Laurel Creek Reserve Homeowners Association Board in Greenville, South Carolina. Cookson Peirce Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management services to a range of clients including individuals, trusts, endowments, and institutional investors. The firm employs a quantitative, technical-analysis investment approach and acts as a sub-advisor to an open-end mutual fund while managing assets across multiple wrap-fee programs.

Daniel Henderson is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 23 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 2002 and holds Series 63 and Series 65 licenses. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.