For Daniel S. Henderson, the art of the number brings order to chaos.
The mission statement of CooksonPeirce guides the counsel Dan delivers to clients, whose successful retirements number in the hundreds throughout the course of his career.
A principal of CooksonPeirce, Dan serves as the firm’s chief executive officer. He joined the firm in 2002 after a 10-year career in the investment business. He worked in various positions with Ameriprise and Fragasso Financial Advisors and as the director of wealth planning at PNC prior to CooksonPeirce. He is responsible for key client relationships and CooksonPeirce’s strategic planning, including the overall marketing effort.
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 lives in Pittsburgh’s Mt. Washington neighborhood with his wife. When not spending time with his family or at work, Dan’s interests are traveling, riding his bicycle or Harley-Davidson, and going to concerts or art events. He serves on the board of St. Barnabas Health System and co-chairs the Marine Corps Scholarship Foundation’s annual Steel City Awards Dinner.
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 choosing winners 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.
Each client gets treated like a family member for the highest quality guidance.
Dan Meyers provides his clients with the same level of advice and planning that he gives his own parents. In addition to managing the overall growth and direction of CooksonPeirce’s Private Client Group, Dan provides service and comprehensive financial planning to the firm’s clients, encompassing investment, retirement, tax, insurance and estate planning strategies.
A big fan of individual and small business success stories, Dan feeds off the passion that highly motivated business owners bring to their trades. He thrives on their positive outlook on life, even as they head into their retirement years. As director of the firm’s Private Client Group, Dan invests time and resources in helping clients navigate around unforeseen pitfalls.
Dan counts 15 years of experience in very large retail firms as well as the current specialized boutique culture of CooksonPeirce, which he joined in 2013. Prior to that, he spent time as a relationship manager at PNC Private Client Group, where he was responsible for private banking cashflow management and small business succession planning. Previously, Dan served as a financial advisor at BMO Harris Premier Services Group, where he worked in holistic wealth planning, retirement income planning and Monte Carlo analysis.
Dan received a B.S. in business administration from Duquesne University and holds the Certified Financial Planner™ designation.
- Inspiring Quote: “Once you’ve wrestled, everything else in life is easy.” – Dan Gable
- Fun to know: Daniel is a nationally ranked judo player and won the 2019 U.S. Open.
Cory S. Krebs, CFA
President and Chief Operating Officer
As the president and chief operating officer for CooksonPeirce, Cory Krebs is a portfolio manager in charge of the day-to-day operations of all CooksonPeirce investment strategies, including the Catalyst Dynamic Alpha Fund. A member of the firm’s investment committee, he facilitates strategic planning initiatives, is responsible for all written investment communications and oversees the firm’s investment operations.
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.
Chief Compliance Officer and Chief Financial Officer
CooksonPeirce runs on efficiency, and Robin Miller is the proud steward of the firm’s commitment to unbiased advice based on hard numbers.
Robin revises and evaluates compliance issues and concerns within the organization as an independent and objective source. As chief compliance officer and chief financial officer at CooksonPeirce, she is responsible for the control and planning of firm finances.
Robin joined CooksonPeirce in 2010 and has 31 years of experience in capital and investments. She spent 16 years at Allegheny Investments in a range of positions, ending her tenure there with the title of chief compliance officer. Prior to that, Robin served as the chief compliance officer for Fort Pitt Capital Group.
Robin received a B.A. in leadership and business from Duquesne University. She holds the Series 7 and 24 licenses with FINRA.
In 2004, Robin helped to start the Greater Pittsburgh Compliance Roundtable, which now counts more than 60 members and meets quarterly.
Friends and family turn to Robin first when they are in need, knowing that she’s always willing to help as much as she can. She lives in Wexford with her son.
- Inspiring Quote: “Compliance is everyone’s responsibility.”
- On Robin’s bucket list: To travel as much as possible.
- Fun to know: Robin loves Pittsburgh sports.
Helping an individual reach a goal or create a lasting memory brings Mary Ann Fiorilli genuine happiness and fulfillment. Her passion for client satisfaction motivates her and adds immense value to her role as marketing manager at CooksonPeirce, where she oversees the development and implementation of the firm’s ongoing marketing strategy designed to grow its business.
Since 2016, Mary Ann has exceled at extending the CooksonPeirce client experience, delivering high-end memorable events on behalf of the firm’s private wealth and institutional divisions in Pittsburgh and Ohio. She takes a sincere interest in CooksonPeirce’s clients and always makes time to understand what’s important to them.
Mary Ann has over 25 years of sales and marketing experience, holding a BS in Communications from Duquesne University. Prior to her role at CooksonPeirce, she spent her career within the hotel industry, holding director positions within Marriott, Hilton, and Embassy Suites properties throughout Texas, Florida, New York, and Pennsylvania. Most recently as events and golf director for a ClubCorp property in Sewickley, Pa.
Active in her community, Mary Ann volunteers with the Salvation Army, Senior Hearts Renewal & Rescue and on the inaugural board of the Robinson Township Library, which was responsible for bringing the Township its 1st Library in 2005. She lives in Robinson Township with her husband Don and Bailey, their adopted a 12-year-old pug with special needs.
- Inspiring Quote: “To give good service, you must provide something that cannot be bought or sold with money … that is sincerity and integrity.” – Abraham Lincoln
- On Mary Ann’s bucket list: To go on safari and visit the pyramids
- Fun to know: Mary Ann is a huge advocate for animal rescue
Christian Brown is director of the Institutional Investments Group at CooksonPeirce. He heads the firm’s efforts in establishing and growing new large-scale partnerships with corporate entities and financial distribution firms as well as key accounts management. He also directs the firm’s ongoing due diligence efforts across the national platform of externally distributed CooksonPeirce strategies and acts as an extension of the portfolio management team in communicating investment strategy to partner firms.
Christian is also responsible for the stewardship of a dedicated group of private client relationships, including a lead role in comprehensive financial planning services.
Prior to joining the firm in 2009, Christian worked as private client advisor and relationship manager for TIAA-CREF, providing financial advisory services to senior university-affiliated educators and medical professionals. During his 20-year career in the financial industry, Christian has developed expertise in providing holistic investment and retirement planning solutions to both individuals and institutional clients. His prior employment includes positions with Federated Investors and Putnam Investments.
Christian earned a bachelor’s degree in economics and mathematics from the University of New Mexico and is a Certified Financial Planner™ practitioner. He is a member of the board of directors of the Pittsburgh Society of Investment Professionals, belongs to the Financial Planning Association of Pittsburgh and holds a Series 65 license.
In his spare time, Christian enjoys many outdoor pursuits. He is particularly fond of the Adirondack Mountains in New York, where he journeys whenever possible.
- Inspiring Quote: “You cannot swim to new horizons until you have courage to lose sight of the shore.” – William Faulkner
- Fun to know: Christian is an avid practitioner of orienteering, back country exploration and winter sports.
Average is not an option.
Luke J. O’Neill never wants to do anything at average. In the investment world, the best way to exceed average is to deliver excess returns to clients, a commitment Luke adheres to in his role as portfolio manager and member of the investment committee at CooksonPeirce Wealth Management.
To Luke, allowing clients to more readily achieve their financial goals through strong investment performance is both significant and highly satisfying. Luke works with other portfolio management staff in the day-to-day management of all CooksonPeirce investment strategies. He is also responsible for ongoing investment research, both for existing strategies and new strategy development.
Luke joined CooksonPeirce in 2018 with 18 years of experience in the investment business. Most recently 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 on the Pittsburgh sports teams and his beloved Indiana Hoosiers.
- 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.
- Fun to know: Luke once scored 47 points in a state playoff basketball game in front of 7,000 people.
In her heart, Janelle Fumerola is a problem solver who likes nothing more than digging deep into a complex situation and discovering an optimal solution. As lead advisor responsible for managing CooksonPeirce’s office in Akron, Ohio, Janelle manages private client relationships and provides the full complement of services, including investment, retirement, tax, risk and estate planning.
Janelle has worked with clients from many walks of life – from individuals with ultra-high net worth to those in the accumulation phase to those with financial windfalls new to managing wealth. Regardless of their experiences, her clients’ needs always come first. Janelle works to fully understand their goals and concerns so that her recommended strategy will address every area of consideration.
In 2015, Janelle joined CooksonPeirce, where she is responsible for about $130 million in client assets, including the $110 million she developed by bringing in new clients in the northeastern Ohio region. Her 20 years of experience in financial planning includes her role as the executive vice president at JFS Wealth Advisors, managing its personal financial planning and asset management departments and its business development team. While there, she also served as the advisor for more than 150 clients with assets totaling more than $200 million.
Janelle received a B.A. in business management from Hiram College and her M.B.A. from Youngstown State University. She holds the Certified Financial Planner™ designation. A NAPFA registered financial advisor, Janelle belongs to the Financial Planning Association of Northeast Ohio and is the vice president of membership for the Youngstown Business & Professional Women’s Club.
- Inspiring Quote: “It’s never wrong to be overdressed.”
- On Janelle’s bucket list: To travel to Italy to experience its wineries and rich cultural history.
- Fun to know: Janelle has a twin brother.
Every client deserves a methodical, easy-to-understand plan that’s personalized to their financial situation.
Joshua C. Beas strives to relieve clients of the burden of financial planning so that they can have the time and headspace to address their other obligations. As a lead advisor at CooksonPeirce, he is responsible for managing private client relationships and providing comprehensive financial planning services – investment, retirement, tax, insurance, divorce and estate planning strategies.
Josh has seen individuals polarized by money beliefs or paralyzed by the nuances of proper financial planning and money management. He advocates for and educates his clients, a value proposition that proves he is acting in their best interests. Combined with his habit of setting expectations up front, this philosophy allows for a fuller, deeper relationship with each client.
In 2012, Josh joined CooksonPeirce, where he currently manages 115 households with more than $200 million in assets under management (AUM) and serves as a shareholder helping to monitor the performance of the company and provide suggestions for strategic initiatives. He has 19 years of financial experience, including his role as a portfolio manager at PNC Wealth Management, where he managed 700 relationships valued at $250 million. Prior to that, Josh served as a financial advisor at Janney Montgomery Scott, LLP, where he guided clients through financial products to create portfolios and financial strategies to meet their financial goals and risk tolerance.
Josh received a B.A. in political science from the University of Pittsburgh and his executive certificate in financial planning from Duquesne University. He holds the Certified IRA Services Professional and the Certified Divorce Financial Analyst™ designations.
Active in his community, Josh serves as the president of the Pittsburgh Chapter of the Hill School.
- Inspiring Quote: “Whatsoever things are true.”
- On Josh’s bucket list: To travel to the Isle of Man to watch the annual motorcycle races.
- Fun to know: Josh is a car and motorcycle enthusiast.
Financial planning is an ongoing process, not a one-time event.
As a lead advisor at CooksonPeirce, Scott B. Oros works closely with clients to ensure every piece of their financial picture is in place and aligned with their long-term goals. He’s responsible for managing private client relationships and providing the full complement of services to his clients – investment, retirement, tax, insurance and estate planning strategies.
Scott’s background at large financial firms led him to realize that a boutique firm like CooksonPeirce gives him the time and resources to truly deliver a client-focused experience and to build quality long-term relationships. Scott appreciates the opportunity to pass along his knowledge gained from years of experience to educate clients along the path to financial success and freedom.
Scott joined CooksonPeirce in 2017 and has 10 years of experience in financial and wealth management. Prior to that, he served as an investment advisor and assistant vice president at PNC Wealth Management, where he was responsible for the portfolio management of $250 million in assets. Previously, Scott served as a financial advisor at Merrill Lynch Wealth Management.
Scott received a B.S. in management and his M.B.A. from the Pennsylvania State University and completed the executive program in financial planning at the University of Georgia. He holds the Certified Financial Planner™ designation.
Active in his community, Scott is a member of the Lions Club.
- Inspiring Quote: “Leave this world a little better than you found it.”
- On Scott’s bucket list: To travel the world.
Start at the finish line.
Beth Williams’ strategy in serving her clients is to find out what their goals are and then create a plan to get them there. By beginning with an end in mind, Beth works with each client to put together a financial plan that bolsters their confidence about their ability to achieve their goals throughout their retirement.
As a client advisor at CooksonPeirce, Beth’s background in education gives her the ability to explain unfamiliar concepts to clients in a clear, easy-to-understand way. Her patient and nurturing personality contribute to her skilled service in retirement planning and maintaining client relationships.
Beth joined CooksonPeirce in 2015 and has seven years of experience with financial clients. Previously, she worked as a client associate at Wells Fargo Advisors, assisting multiple financial advisors with client maintenance and relationships.
Beth received a B.S. in early childhood and elementary education from Clarion University. She holds the Series 65 certification and is also a Chartered Advisor of Philanthropy – CAP designation.
- Inspiring Quote: “No matter how you feel, get up, dress up, show up, never give up.”
- On Beth’s bucket list: To travel. First stop, Greece.
- Fun to know: Beth has always wanted a pet monkey.
Honesty, integrity and diligence are always the best policies.
Samantha Dvorchak follows those guiding principles as an assurance she will act in the best interests of her clients at CooksonPeirce. As a client advisor, she is the primary point of contact for all their financial needs and provides investment, retirement, tax, insurance and estate planning strategies.
Early in her career, Samantha realized her strong desire to educate others about financial techniques readily understood within the industry as common sense. Today, Samantha brings value to every client interaction by helping them realize and achieve their financial goals. When clients leave a meeting with a better understanding of their financial picture, Samantha is happy to have shared her financial expertise.
Samantha joined CooksonPeirce in 2017 and has nine years of financial experience, including various roles at PNC.
Samantha earned her B.A. in economics with specializations in money and banking and economics of business and law at the Pennsylvania State University. She holds the Certified Financial Planner™ designation and FINRA Series 66 License.
Active in her community, Samantha is a frequent volunteer for the Cystic Fibrosis Foundation.
- Inspiring Quote: “It does not do to dwell on dreams and forget to live.”
- On Samantha’s bucket list: To learn and become fluent in a foreign language.
- Fun to know: Samantha has a twin sister.
Knowledge is wealth.
The teachings of Socrates inspire Aaron’s philosophy of client service. He is committed to providing clients with as much information as possible to empower them to make the best choices to plan for their financial future. As an associate client advisor at CooksonPeirce, he manages private client relationships and offers comprehensive financial planning.
Extensive and continuous financial planning ensures that clients are always seeing the bigger picture. Nothing brings Aaron greater satisfaction than helping clients to achieve their financial goals. To Aaron, making a positive difference in clients’ lives is what truly matters.
Aaron joined CooksonPeirce in 2019 and has four years of experience in investment and wealth management. Before joining CooksonPeirce, he served as a client relationship manager at Springside Partners. He began his career with internships at SS&G Wealth Management and Capital Advisors, Ltd.
Aaron received a B.B.A. in finance and financial planning from the University of Akron. He holds the Series 65, Notary Public and Certified Financial Planner™ designations.
- Inspiring Quote: “I shall either find a way or make one.” – Hannibal, circa 218 B.C.
- On Aaron’s bucket list: To visit all 50 states.
- Fun to know: A multi-talented musician, Aaron plays guitar, bass, drums and percussion.
When every number falls into place, it delivers clarity and purpose.
For a numbers person like Gina Bouvy, rules and order are everything. As the records and reporting administrator at CooksonPeirce, that kind of organization informs her work in daily database operations, account reconciliation and quarterly composite reporting. Gina also assists with compliance reporting.
Gina joined CooksonPeirce in 2012 and has an additional 11 years of experience from her time in the institutional fund valuation department at BNYMellon. Prior to CooksonPeirce, her positions at BNYMellon included fund accountant, operations specialist and fund accountant supervisor.
Gina received a B.S. from Slippery Rock University.
- On Gina’s bucket list: To travel to Europe.
- Fun to know: Gina loves to dance and takes an adult tap class.
For Patricia A. Mullen, strong organizational skills are a point of pride.
As an executive assistant at CooksonPeirce, Patty strives to deliver a level of service that leads to customer satisfaction. Maintaining those excellent relationships centers on the attention to detail she provides to each client.
Patty works closely with the CEO in overseeing the administration of client accounts. She is also responsible for handling client requests and scheduling client review meetings.
Prior to joining CooksonPeirce in 2014, Patty was an executive administrative assistant at HJ Heinz World Headquarters, where she supported the office of risk management. While there, she coordinated and booked complex international travel itineraries, prepared presentation materials for the office of the chairman and board meetings and regularly assisted with global projects and assignments. Her 35 years of experience include 12 years in the investment management industry at Allegiant Asset Management Group. In addition, Patty previously held administrative positions at Deloitte and Ketchum Communications.
- On Patty’s bucket list: To travel to new destinations within the United States on an extended road trip.
- Inspiring Quote: “It doesn’t hurt to ask.”
Treating people with respect goes a long way toward client satisfaction.
For Linda M. Higdon, listening to clients’ needs is the ultimate form of respect. As the executive assistant at CooksonPeirce for the Chief Compliance Officer and Chief Financial Officer, Linda provides office support and administration for the wealth management and investment management teams and sees every employee playing a role in client satisfaction.
Linda derives satisfaction from being part of an organization where everyone cares about each individual client. Together as a team, CooksonPeirce strives to help all clients achieve their financial goals.
Before joining CooksonPeirce in 2017, Linda spent more than 20 years in the legal field with roles of increasing responsibility ranging from secretary and paralegal to account administration and management. Linda had the privilege of working with both associates and shareholders and served as the executive legal assistant for the managing partner and general counsel of a national labor organization. Linda’s experience spans from a boutique litigation firm in Pittsburgh to one of the largest law firms in the northeastern United States.
Linda is also an active volunteer within her community.
- Inspiring Quote: “Be kind to one another and respect everyone’s differences.”
A smile and a personal touch win the game every day.
When CooksonPeirce clients achieve their goals, Barbro Kelley takes personal pride in their victories. As the firm’s executive assistant, Barbro’s dedication to providing excellent service makes client achievements feel that much more fulfilling.
Contributing to clients’ success stories brings Barbro great enjoyment. She processes client requests, schedules meetings and assists financial advisors as needed.
Barbro joined CooksonPeirce in 2019 and has four years of management experience in addition to her extensive background in office and secretarial work. Previously, she served as a financial solutions specialist at First Commonwealth Bank. Prior to that, she worked as the office manager for Medias Et Regies Europe in Cleveland and Paris. She also held the role of director at the University of Virginia Summer Foreign Language Institute.
Barbro received a B.A. in foreign languages and international relations from Hamilton College and her M.A. in French literature from the University of Virginia.
Active as a leader of Boy Scouts and Girl Scouts, Barbro has also proudly served on the Hampton Alliance for Educational Excellence. She has lived and studied abroad, adding an international flair to the personal touch she brings to her work every day.
- On Barbro’s bucket list: To try skydiving
Challenges and obstacles are part of the process.
Joe Monaghan, Internal Wholesaler for the Institutional Group at CooksonPeirce believes that without challenges and navigating the obstacles, one is never really moving towards the goal. His efforts help support the establishment and growth of new large-scale partnerships with corporate entities and financial distribution firms for CooksonPeirce, along with acting as an extension of the portfolio management team in communicating investment strategy to partner firms.
Prior to joining the firm in 2020, Joe worked as an Internal Wholesaler at FS Investments based out of Philadelphia,PA, wholesaling their suite of products to advisors across the Wirehouse, RIA, and IBD channels. Prior to his time at FS, Joe worked as an analyst at OCIO firm, Hirtle Callaghan.
Joe earned a Bachelor’s degree in Accounting from Chestnut Hill College, where he was a two-year captain of the baseball team. He currently holds the Series 7 & 63 licenses. He currently resides in Philadelphia with his girlfriend, Allison. In his spare time, he enjoys playing golf, tennis, and hopes to soon begin competing in triathlons.
- Inspiring Quote: “If you want something you’ve never had, you must be willing to do something you’ve never done.” – Thomas Jefferson
- On Joe’s bucket list: Travel the world and hopefully become a better golfer
- Fun fact: Joe was a member of both a state champion football & baseball team in High School