CooksonPeirce Wealth Management

IQ Journal

Cory Krebs Named President of CooksonPeirce

CooksonPeirce, a privately held boutique investment firm based in Pittsburgh, has promoted from within for its new president. Effective today, Cory Krebs, the firm’s chief operating officer, adds president to his title. Krebs succeeds Dan Henderson, who remains CEO of the firm and had served as president since 2002. 

“Cory has served in a critical leadership role with CooksonPeirce for 15 years and has been part of our evolution as a firm,” Henderson said. “He understands our model – one based on quantitative money management, hard data and analytics – and he has been integral in perfecting our investment strategies over time. CooksonPeirce is set up for future success with Cory at the helm.”

“I am both proud and privileged to take on this new role at CooksonPeirce,” Krebs added. “With a time-tested model and strong fundamentals, CooksonPeirce is opening a new chapter in its history this year. Thanks to a rock-solid team of financial advisors and investment professionals, I remain convinced more so than ever before that we are well positioned to grow the business.”

In 2018, CooksonPeirce ranked number 46 on the Pittsburgh Business Times “Fast 50,” a ranking of the region’s fastest-growing, privately held companies (based on three-year revenue growth). Also last year, CooksonPeirce opened a second office in Akron, Ohio that serves Columbus, Youngstown and Cleveland.

The 19-person firm counts clients in 35 states.

Important Disclosures

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

Investing involves risk, including possible loss of principal. Investment decisions are subject to market, currency, economic, and business risks and will not always be profitable. There is no guarantee that risk can be successfully mitigated or otherwise avoided.

Past performance is no guarantee of future results.

Nothing discussed in this material should be considered an offer to buy or suggestion to sell securities.

Statements using "if," "may," "can," "should," "will" or similar may be forward looking and are not intended as an opinion, projection, or estimate regarding the market, Cookson Peirce, or its products.

Cookson Peirce & Co., Inc. is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. See Form ADV at adviserinfo.sec.gov.

About CooksonPeirce

CooksonPeirce is a Pittsburgh-based, 100% employee-owned registered investment adviser founded in 1984, with more than $3 billion in assets under management.

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