Sean David Volk
Analyst-Equity bei Cookson Peirce & Co., Inc.
Profil
Mr. Sean D.
Volk, CFA, is an Associate Portfolio Manager at Cookson Peirce & Co., Inc. As an Associate Portfolio Manager for CooksonPeirce, he is responsible for assisting the Investment Management staff with all duties related to the management of CooksonPeirce portfolios.
This includes portfolio operations, trading, and rebalancing as well as investment research.
He believes in giving strict attention to detail in order to perform at a high level and provide results for clients.
Prior to joining CooksonPeirce in 2021, he spent 4 years with Western Asset Management in Pasadena, California, where he dealt with mortgage-backed securities.
Before that, he worked in fintech at TriOptima in New York City.
He earned a B.S.
in Applied Economics and Management from Cornell University and later a B.S.
in Financial Mathematics from Johns Hopkins University.
He is also a CFA charterholder.
Aktive Positionen von Sean David Volk
| Unternehmen | Position | Beginn |
|---|---|---|
Cookson Peirce & Co., Inc.
 Cookson Peirce & Co., Inc. Investment ManagersFinance Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations. | Analyst-Equity | 01.02.2021 |
Ehemalige bekannte Positionen von Sean David Volk
| Unternehmen | Position | Ende |
|---|---|---|
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Corporate Officer/Principal | 01.01.2021 |
BNY Mellon Capital Markets LLC
 BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 01.12.2014 |
Ausbildung von Sean David Volk
| Cornell University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Cookson Peirce & Co., Inc.
Cookson Peirce & Co., Inc. Investment ManagersFinance Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations. | Finance |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Finance |
BNY Mellon Capital Markets LLC
BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
