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Brian Cox
Principal, Registered Investment Advisor at Aristotle Capital Boston, LLC
About
Brian Cox is Principal and Registered Investment Advisor at Pacific Asset Management, based in Gig Harbor, WA. He leads the firm's client experience strategy and operational oversight, ensuring high standards for both service and team culture. His responsibilities include individual and institutional portfolio management, financial planning, and implementing the firm's fiduciary investment philosophy for a diverse client base—including high net worth individuals, trusts, and qualified retirement plans.
Cox’s investment expertise covers multi-asset portfolios, retirement planning, and discretionary portfolio management, with a focus on fee-only advisory services that avoid product sales or commission-based conflicts of interest. He has managed investments across equities, fixed income, and specialized retirement accounts, helping clients achieve long-term financial security. Before his current principal role, Cox gained extensive experience across operations, compliance, and marketing at Pacific Asset Management and previously coached high school basketball for 15 years, demonstrating strong leadership in both finance and athletics.
Brian Cox holds a Bachelor of Business Administration in Finance from the University of Portland. Recognized for his commitment to client trust and ethical advising, Cox has contributed over 16 years of investment management expertise to the Pacific Northwest. He continues to focus on building transparent, independent advisory relationships, prominently in the areas of retirement assets, individual investor portfolios, and multi-asset allocation strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pacific Asset Management | Principal, Registered Investment Advisor | Oct 2007 to Present | — |
| South Kitsap School District | Head Boys Basketball Coach South Kitsap High School | Apr 2018 to Aug 2022 | — |
Education
University of Portland
Bachelor of Business Administration (BBA), Finance, General
2003 — 2007
Others at Aristotle Capital Boston, LLC (39)
| Name | Role | Location |
|---|---|---|
| Principal : Portfolio Manager - Global | Los Angeles, CA , United States | |
| Senior Vice President | Cumming, GA , United States | |
E Edward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States |
| Senior Vice President, Data Management | Los Angeles, CA , United States | |
| Senior Vice President, Advisory Distribution | Chicago, IL , United States | |
| Principal, Portfolio Manager | Los Angeles, CA , United States | |
| Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States | |
| High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States | |
J John Manley | Principal, Managing Director- Institutional Services | Boston, MA , United States |
| Managing Director and Chief Technology Officer | Los Angeles, CA , United States |