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Jason Cooper, CFA®
Jason Cooper, CFA® is Director Of Equity Research at Annex Wealth Management.
As Director Of Equity Research , Jason oversees research efforts for Annex’s individual equity strategies. He also contributes to portfolio construction and risk monitoring across these strategies. Jason serves as a mentor to team members that are developing their abilities in evaluating individual equity securities, following our process of Fundamentals, Valuation, and Trading.
Jason has been working with investment research for over a decade. Before joining Annex, Jason was a Portfolio Analyst. He also used to live in New York working as an Equity Analyst.
Jason graduated cum laude from Cornell University with a Bachelor of Science having completed the pre-med track. Jason gravitated towards financial analysis, as opposed to scientific analysis, due to the multi-faceted and rapidly changing dynamics of the industry. Jason is a CFA® charterholder, and a member of the CFA Society of Milwaukee.
Jason spends his free time with his family and enjoys being outdoors.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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