- Category: Rising Stars in Wealth Management
- Number of years working in your current industry: 1
- Undergrad degree/university: Marquette University - Finance and Accounting
Last updated on May 6th, 2022 at 12:08 pm
PJ Cox joined Milwaukee-based Operose Advisors in 2021 as an investment analyst after graduating from Marquette University with a double major in finance and accounting. While at Marquette, Cox managed a portion of the university’s endowment as a student analyst in the Applied Investment Management program.
At Operose Advisors, Cox is responsible for leading the firm’s internal research process, which includes identifying alternative asset investment opportunities, investment manager due diligence, asset allocation modeling, trading and performance reporting. In addition, he is a member of the firm’s investment committee.
“PJ has been a fantastic contributor to Operose from day one,” said Skip McGregor, managing director. “For a young person, he has a tremendous understanding of time management, which I am sure was cultivated during his time at Marquette managing being a Division I athlete (Cox played on the Golden Eagles men’s lacrosse team) and rigorous course load.”
Cox is also a level II candidate for CFA Institute’s Chartered Financial Analyst program.