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Jason A. Cooper
Analyst-Equity at Annex Advisory Services LLC
Profile
Mr. Jason A.
Cooper, CFA, is a Research Analyst at Annex Advisory Services LLC.
Mr. Cooper was previously employed as a Portfolio Manager & Research Analyst by Stuyvesant Capital Management Corp.
He graduated cum laude from Cornell University with a Bachelor of Science having completed the pre-med track.
He is a CFA charterholder, and a member of the CFA Society of Milwaukee.
Jason A. Cooper active positions
Companies | Position | Start |
---|---|---|
Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Analyst-Equity | - |
Former positions of Jason A. Cooper
Companies | Position | End |
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Stuyvesant Capital Management Corp.
![]() Stuyvesant Capital Management Corp. Investment ManagersFinance Stuyvesant Capital Management Corp. (Stuyvesant) is an independent SEC-registered asset management firm headquartered in Armonk, New York. The firm was founded by John Cooper in 1978. Stuyvesant provides investment supervisory services and manages investment advisory accounts for institutions and high-net worth investors. | Analyst-Equity | 01/08/2019 |
Training of Jason A. Cooper
Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Stuyvesant Capital Management Corp.
![]() Stuyvesant Capital Management Corp. Investment ManagersFinance Stuyvesant Capital Management Corp. (Stuyvesant) is an independent SEC-registered asset management firm headquartered in Armonk, New York. The firm was founded by John Cooper in 1978. Stuyvesant provides investment supervisory services and manages investment advisory accounts for institutions and high-net worth investors. | Finance |
Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |
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