Cooper Bricks, CFA

Cooper Bricks, CFA

Business Development Analyst

What does wealth mean to you?

Wealth to me is having my family in a position to pursue our passions, travel the world, and follow our whims together.

About Cooper:

Cooper is the Business Development Analyst for ViaWealth, focused on financial analysis and valuation work in support of the business development efforts of the firm.

Prior to joining ViaWealth, Cooper spent two years on the M&A team at Goldman Sachs – Personal Financial Management (GSPFM), previously United Capital, where he helped develop the GSPFM acquisition model for the newly integrated business. With experience in wholesaling and investment sales, Cooper is able to marry his technical skill set with a passion for building relationships and helping lead our strategic partners through the ViaWealth deal process.

Cooper is a CFA charter holder and currently holds his Series 7 & 63 FINRA Licenses. Cooper and his wife, Hollie, reside in Orange County, CA with their young son Brady. When time allows, you can find him on the driving range in the never-ending quest for a scratch handicap.

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