Jason Cooper

Jason Cooper, CFA, currently serves as the Director of Equity Research at Annex Wealth Management, having joined the firm in August 2022. Prior to this role, Jason was a Portfolio Analyst at Baird and held positions as Portfolio Manager and Research Analyst at Stuyvesant Capital Management Corp from May 2012 to October 2022. At Stuyvesant, Jason specialized in sector-rotation and relative-value investing, developing analytical models to assess investment opportunities and monitoring client portfolios. Additionally, Jason authored the Quarterly Investment Outlook, providing comprehensive analyses of macroeconomic trends and stock market performance. Jason's early career included experience as a Junior Research Assistant at Stuyvesant, where skills in stock research were further developed. Jason holds a Bachelor of Science degree in Animal Science and Pre-Med from Cornell University.