Guest Cory S. Krebs, CFA CooksonPeirce President and Chief Executive Officer Company CooksonPeirce Website https://cooksonpeirce.com/ AUM Over $3B AUM About Cory Cory S. Krebs, CFA President and Chief Executive Officer As president and chief executive officer for CooksonPeirce, Cory Krebs is tasked with defining corporate strategy and executing the firm’s business plan. Cory is also a member of the firm’s portfolio management team, tasked with the administration of all CooksonPeirce investment strategies, including the Catalyst Dynamic Alpha Fund. Prior to joining CooksonPeirce in 2003, Cory spent five years with Laurel Capital Advisors, an investment subsidiary of Mellon Financial, where he was responsible for all aspects of block order trading, participated in new product development, and assisted in the investment manager due diligence process. Before that, he served in a variety of positions at Federated Investors and American Express Financial Advisors. Cory earned a B.A. in economics and an M.B.A. from the University of Pittsburgh. He also attained the designation of Chartered Financial Analyst from the CFA Institute. He is a member of the CFA Institute and the CFA Society of Pittsburgh. He is also a member of the Pittsburgh Society of Investment Professionals, where he has served on the board of directors and as president of the organization. A proud honors graduate, Cory is a lifetime member of the University of Pittsburgh Alumni Association and the Panther Club. He lives in the South Hills with his wife and three school-aged children. About CooksonPeirce CooksonPeirce, registered in 1984, serves 47 states with a licensed staff of 10 advisors. Headquartered in Pittsburgh, PA, with satellite offices in Ohio, South Carolina, and Florida, CooksonPeirce manages over $3 billion and provides investment advisory services for more than 1,200 clients. Important Disclosures Investing involves risk, including possible loss of principal. Investment decisions are subject to market, currency, economic, and business risks and will not always be profitable. There is no guarantee that risk can be successfully mitigated or otherwise avoided. Nothing herein is an offer to buy or a suggestion to sell securities. Statements using "if," "may," "can," "should," or "will" may be forward looking and are not intended as an opinion, projection, or estimate regarding the market, CooksonPeirce, or its products. AUM of $3 billion as of June 30, 2026, subject to change. CooksonPeirce & Co., Inc. is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. See Form ADV at adviserinfo.sec.gov.
