WHO WE SERVE
Plan with
Confidence
Live your best life, and plan for a lasting legacy.
At CooksonPeirce, we believe markets are efficient — and investors are not. Our investment approach is built around that single insight, applied consistently across every portfolio we manage.
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STRATEGIES0
OFFICE LOCATIONS
WHO WE DO
Comprehensive Wealth Solutions
Every client is unique. We tailor our services to align with your specific goals,
timeline, and values.
THREE WAYS WE DO INVESTMENTS DIFFERENT
No Robots.
No Cookie Cutters.
Just Process and Math.
At CooksonPeirce, we believe markets are efficient — and investors are not. Our investment approach is built around that single insight, applied consistently across every portfolio we manage.
Markets Are Efficient. Investors Are Not.
Emotions can get the best of investors, which often leads to poor decision-making. We seek to replace reaction with discipline — making evidence-based decisions designed to keep portfolios aligned with long-term objectives.
Lasting Trends. Timely Exits.
Ever sold a stock too soon, only to watch it keep climbing? At CooksonPeirce, we strive to ride winning trends while they remain intact — and just as importantly, we aim to act when the facts suggest it may be time to move on.
No Cookie Cutters. Built For You.
You and your household are unique. Your portfolio should be, too. We aim to leave cookie-cutter solutions behind, building a tailored mix of our strategies designed to reflect your goals, risk preferences, and evolving financial life.
INVESTMENT SOLUTIONS
Based on Math.
Not on Emotion.
It's all about the numbers. Our momentum-driven strategies follow the proof already in front of us, not predictions about the future.
Momentum Series
All Cap Equity, Small/Mid Cap, Focus Large Cap, and more.
Style Series
Value and Quality Growth strategies for distinct market characteristics.
Outcome-Oriented Series
Equity Income and Low Volatility for specific portfolio objectives.
10 Total Strategies
Tailored to your goals, risk preferences, and evolving financial life.
BY THE NUMBERS
Four Decades of Disciplined Process
Since 1984, CooksonPeirce has been developing and executing evidence-based investment strategies for clients
across the country.
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FOUNDED$0B
ASSETS UNDER MANAGEMENT0+
CLIENTHOUSEHOLDS
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STATES WITHCLIENTS
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OFFICE LOCATIONS*As of September 2025. Assets under management are approximate.
BY THE NUMBERS
Four Decades of Disciplined Process
Is the Era of Mega-Cap Dominance Finally Ending?
Why Emotion Is the Enemy of Investment Returns
Retirement Isn’t Just About Money — It’s About Purpose
Meet Your Advisors
Meet Your
Advisors
Meet our advisors and investment professionals who bring
decades of combined experience to your financial journey.
Cory S. Krebs, CFA
President and Chief Executive Officer
- csk@cooksonpeirce.com
- LinkedIn
As president and chief executive officer for CooksonPeirce, Cory Krebs is tasked with defining corporate strategy and executing the firm’s business plan. Cory is also a member of the firm’s portfolio management team tasked with the administration of all CooksonPeirce investment strategies, including the Catalyst Dynamic Alpha Fund.
Prior to joining CooksonPeirce in 2003, Cory spent five years with Laurel Capital Advisors, an investment subsidiary of Mellon Financial, where he was responsible for all aspects of block order trading, participated in new product development and assisted in the investment manager due diligence process. Before that, he served in a variety of positions at Federated Investors and American Express Financial Advisors.
Cory earned a B.A. in economics and an M.B.A. from the University of Pittsburgh. He also attained the designation of Chartered Financial Analyst from the CFA Institute. He is a member of the CFA Institute and the CFA Society of Pittsburgh. He is also a member of the Pittsburgh Society of Investment Professionals, where he has served on the board of directors and as president of the organization.
A proud honors grad, Cory is a lifetime member of the University of Pittsburgh Alumni Association and the Panther Club. He lives in the South Hills with his wife and three school-aged children.
Cory S. Krebs, CFA
President & CEO
Daniel S. Henderson
Co-Chairman
- dsh@cooksonpeirce.com
- LinkedIn
The mission statement of CooksonPeirce guides the counsel Dan delivers to clients. Over the course of his 35-year career he has guided hundreds of clients through a successful retirement.
A principal of CooksonPeirce, Dan serves as the firm’s chairman. He joined the firm in 2002 after a 10-year career in the investment advisory business. He worked in various positions with Ameriprise, Fragasso Financial Advisors and as the director of wealth planning at PNC prior to CooksonPeirce. He is responsible for key client relationships and oversees the Naples office.
Dan received a B.S. in business with a concentration in finance from Boston University, which he attended on a full Navy ROTC scholarship. After graduating, Dan served as an infantry officer in the United States Marine Corps. During his four years of active duty, he served in combat and was decorated during Operation Desert Storm. He received an honorable discharge in 1992 with the rank of captain. He continued his education with courses from The American College, where he earned the Chartered Financial Consultant designation.
Dan and his wife, Barb, reside in Naples, Florida. They make regular trips back to Pittsburgh to see family and clients throughout the year. When not spending time with his family or at work, Dan’s interests are traveling, tennis, riding his Harley-Davidson, and going to live music concerts. He also recently started oil painting again. He serves as the chairman of the board of St. Barnabas Health System in Pittsburgh. He is also a director on the national board of the Marine Corps Scholarship Foundation. Each year he chairs the Steel City Awards Dinner in Pittsburgh for the Foundation.
- Inspiring Quote: “Some people spend an entire lifetime wondering if they made a difference in the world. But, the Marines don’t have that problem.” – Ronald Reagan
- Favorite Poem: “The Road Not Taken” by Robert Frost
Daniel S. Henderson
Co-Chairman
Bruce W. Miller, CFA
Co-Chairman
The future lies in breaking ground and growing business.
Bruce W. Miller’s eye on the future is grounded in his 30-plus years of experience at CooksonPeirce and his formative years learning about stocks and investments in high school and college. He embraces the competition and challenges inherent in the markets and brings that passion to his role as chief investment officer of CooksonPeirce, where he researches the stock selection system, individual securities and model portfolios.
In his role managing stock and bond portfolios, Bruce says he truly enjoys making picks for the firm’s portfolios. He believes in owning and investing in growing businesses, especially those doing groundbreaking research and meeting the needs of a growing population.
Bruce joined CooksonPeirce in 1987 and has amassed more than 30 years of financial experience with the firm, including making improvements to the stock selection system and developing model portfolios.
Bruce received a B.S./B.A. in finance from Slippery Rock University and his M.B.A. from Kent State University. He holds the Chartered Financial Analyst certification.
- Inspiring Quote: “What if I fall?” “Oh, but my darling, what if you fly?”
- On Bruce’s bucket list: To travel, including the pyramids of Egypt.
- Fun to know: Bruce is an accomplished silversmith.
Bruce W. Miller, CFA
Co-Chairman
Luke J. O’Neill, CFA
Chief Investment Officer
Average is not an option never the goal.
Luke J. O’Neill never wants to do anything average. As Chief Investment Officer and a portfolio manager at CooksonPeirce, Luke is committed to doing what’s best for the firm’s clients and setting a culture that seeks to consistently achieve the desired outcomes.
Luke oversees all aspects of the investment management activities at CooksonPeirce. the portfolio management staff in the day-to-day management of all CooksonPeirce investment strategies. He is also responsible for portfolio management of all investment strategies, ongoing investment research, both for existing strategies and new strategy development.
Luke joined CooksonPeirce in 2018 and has over 25 years of experience in the investment business. Most recently He previously served as a director on the investment strategy team and head of product development at Mellon Capital Management, a large institutional investment manager within BNY Mellon, he served as a director on its investment strategy team and head of product development and management. Before that, he served as executive director and head of manager research at Morgan Stanley Investment Management and as vice president and head of manager research at Wilshire Associates.
Luke received a B.S. in applied mathematics and an M.S. in organizational leadership from Geneva College and his M.B.A. in finance from Carnegie Mellon University. He holds the Chartered Financial Analyst designation.
Active in his community, Luke serves as an elder in the Reformed Presbyterian Church of North Hills. He is proud to coach youth basketball and cheer enjoys cheering on the Pittsburgh sports teams and his beloved Indiana Hoosiers and Indiana Pacers.
- Inspiring Quote: “Excellence is the gradual result of always striving to do better.” – Pat Riley
- On Luke’s bucket list: To take his wife to Hawaii.
- Hobby: Utilizing research nerd skills to plan family vacations
- Luke is 6’8” and once scored 47 points in a state playoff basketball game in front of 7,000 people.
Luke J. O'Neill, CFA
Chief Investment Officer
STRATEGIES
STRATEGIES
Pittsburgh (412) 471-5320
Akron (330) 664-9500
Naples (239) 427-4915
Greenville (864) 558-8885
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. CooksonPeirce is a registered investment adviser. Registration does not imply any level of skill or training. Advisory services are only offered to clients where CooksonPeirce and its representatives are properly licensed or exempt from licensure.
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