Our Team

William J. Cox, MBA

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Bill holds an MBA from Northeastern University and has over 35 years of investment experience. His past firms include Mason Capital Partners, RBC Dominion Securities, CIBC Wood Gundy, and Drexel Burnham & Lambert. He was a partner and founder of an investment firm managing $450 million for foundations, pensions, municipalities, and high net-worth Individuals. Further, Bill taught college-level finance at the New England College of Finance, State Street Research, and Brown Brothers Harriman. He previously served on the board of directors for the Kennebunk Land Trust.

Ethan T. Brown, MBA, CFA^®, CFP^®, Registered Investment Advisor

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Ethan specializes in portfolio optimization techniques and quantitative strategies. His primary responsibilities include equity and fixed income research, portfolio management and trading. He has a Bachelors Degree in Political Science from the University of Michigan and an MBA from the University of Massachusetts at Lowell. He currently runs the internship program at CCM. Ethan is a former national champion triathlete and a 2012 Olympic Trials Qualifier. He sits on the board of directors for the Drake Academy of Excellence.

Harrison Oakes, Registered Investment Advisor

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One of the top finance students from the University of Massachusetts at Lowell, Harrison started with Cox Capital as part of the internship program. He was quickly identified as a top talent based on his strong analytical skills. Harrison was president of the Finance Society at UML, had a near-perfect GPA, and a natural ability to complete high level investment research. Harrison is a Level 1 CFA^® candidate and brings the perfect skillset to CCM's research-focused culture.

Jillian Brooks, Registered Investment Advisor

Jill started with Cox Capital in the summer of 2022 after interning with the firm for two semesters. A graduate of Umass Lowell, Jill was a top student and active member of the Women in Business Society. Her focus includes building comprehensive financial plans, tax mitigation techniques, and staying up to date on best practices. Jill plans to complete the MBA program at her alma matter.

Tunde Kovacs, PhD

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Tunde is an associate professor of finance at the University of Massachusetts at Lowell and joined Cox Capital's investment committee in 2018. Originally from Hungary, Tunde holds an MBA from Corvinus University in Budapest, Hungary, and a PhD in Finance from Virginia Tech University. Further, she has been a recipient of Excellence in Teaching Award at UMass Lowell and served as Interim Director of the Manning School's Ph.D. in Business Administration program. Tunde has nearly a dozen publications on a variety of finance topics in leading academic journals, including the Journal of Financial and Quantitative Analysis and Contemporary Accounting Research.

Frank Dunau, MBA, CFA^®

Frank brings decades of experience to Cox Capital's investment committee. With over 25 years in the investment business as an analyst and portfolio manager, he played a key role in managing Harvard University's endowment as a founding member of Adage Capital. Frank's impressive background includes positions at Harvard Management, Putnam Investments, and Manning & Napier. He has also contributed to the nonprofit sector, serving as a board member for RESOLVE Inc and Adoptions with Love. Currently, Frank sits on the Advisory Committee for Eastward Capital Funds XIII and IX. His educational achievements consist of a BA in Geography from Middlebury College, an MA in geography from the University of California, Berkeley, and an MBA from Cornell University.

Anne Lee

Anne comes to Cox Capital with nearly 25 years of experience in the field of human resources and compliance, with 17 of those years specifically working in the financial services industry. She has a diverse skill set that ranges from IT solutions to budgeting to payroll management. Anne overseas compliance activities at CCM. A Leslie College graduate, she grew up in Andover but currently resides in Haverhill, MA. She is also a certified Pilates instructor and enjoys spending time at her family lake house in New Hampshire.