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Sean Volk

Portfolio Manager at Cookson Peirce & Co. Inc.

Pittsburgh, PA , United States

About

Sean Volk, CFA, is a Portfolio Manager at Cookson Peirce & Co., Inc., a Pittsburgh-based investment firm specializing in actively managed equity and fixed income portfolios. In this role, he is responsible for portfolio operations, trading, rebalancing, and conducting investment research to manage and optimize client portfolios through a disciplined, momentum-driven process focused on stock selection across market capitalizations. His primary expertise covers individual equities and fixed income, including municipal securities, as well as specialized experience with mortgage-backed securities from his previous work at Western Asset Management.

Before joining CooksonPeirce in 2021, Sean held the positions of Portfolio Analyst (Structured Products) and IM Quant Engineer/Developer at Western Asset Management in Pasadena, where he focused on mortgage-backed securities and quantitative investment strategies. He also gained experience in fintech at TriOptima, New York, further broadening his understanding of financial markets and technology integration.

Sean holds a Master of Science in Financial Mathematics from Johns Hopkins University and a Bachelor of Science in Applied Economics and Management from Cornell University. He is a Chartered Financial Analyst (CFA) and is known for his detail-oriented approach and commitment to delivering results for clients. Sean has been cited for his insights on emerging technologies in finance, notably around crypto and smart contracts, reflecting a proactive engagement with innovation in asset management.

Career History

OrganizationRoleDate RangeDetails
CooksonPeircePortfolio ManagerFeb 2021 to Present
Western Asset ManagementPortfolio Analyst - Structured ProductsJun 2019 to Feb 2021
Non-agency RMBS, CMBS, ABS
Western Asset ManagementIM Quant Engineer and DeveloperJul 2018 to Jun 2019
Western Asset ManagementClient Service Associate - Data AnalystMar 2017 to Jul 2018
• Produced recurring and ad hoc client portfolio reporting, leveraging SQL, Excel, and Bloomberg to gather data and then parse and interpret this data to provide a clear picture of Western’s client po...
TriOptimatriCalculate Valuation AnalyticsSep 2016 to Mar 2017
• Delivered XVA calculation service, utilizing skills in programming, theoretical and applied finance, and financial mathematics • Performed a market calibration daily, optimizing the parameters of th...
TriOptimatriResolve Client ManagerJan 2014 to Aug 2016
• Delivered reconciliation service to OTC derivative market participants, normalizing trade data and solving issues in areas of technology and finance for over 1200 clients, including all G-15 dealers...
BNY MellonAccounting and Reporting SpecialistOct 2012 to Jan 2014
BNY MellonGlobal Client Management InternJun 2011 to Aug 2011
Bayer MaterialScienceCredit Department InternJun 2010 to Aug 2010

Education

The Johns Hopkins University

Master of Science (MS), Financial Mathematics

2017 2019

Cornell University

Bachelor of Science (BS), Applied Economics and Management

2008 2012

Skills & Expertise

Analysis
Microsoft Excel
Data Analysis
Microsoft Office
Python
Research
Banking
Investments
Accounting
Manage Client Relationships
Credit
Financial Analysis
Financial Modeling
Risk Assessment
Stock Market
Valuation
Derivatives
SQL
PowerPoint
Manage Client
Microsoft Word
Java
VBA
First Aid
Customer Service

Others at Cookson Peirce & Co. Inc. (2)

NameRoleLocation
Bruce Miller
Bruce Miller
Chief Investment OfficerPittsburgh, PA , United States
L
Luke O'Neill
Chief Investment OfficerPittsburgh, PA , United States

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